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Integrated Wealth Concepts’s Public Storage PSA Stock Holding History

Integrated Wealth Concepts’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Buy
6,471
+5,524
+583% +$1.58M 0.01% 815
2025
Q4 		$246K Sell
947
-7,947
-89% -$2.22M ﹤0.01% 1415
2025
Q3 		$2.57M Buy
8,894
+1,464
+20% +$420K 0.02% 583
2025
Q2 		$2.18M Buy
7,430
+3,334
+81% +$987K 0.02% 591
2025
Q1 		$1.23M Sell
4,096
-265
-6% -$79.3K 0.01% 742
2024
Q4 		$1.31M Buy
4,361
+186
+4% +$61.7K 0.02% 708
2024
Q3 		$1.52M Sell
4,175
-6,977
-63% -$2.27M 0.02% 635
2024
Q2 		$3.21M Buy
11,152
+137
+1% +$37.8K 0.04% 370
2024
Q1 		$3.2M Buy
11,015
+766
+7% +$220K 0.05% 373
2023
Q4 		$3.13M Buy
10,249
+508
+5% +$135K 0.05% 339
2023
Q3 		$2.57M Buy
9,741
+1,349
+16% +$378K 0.05% 370
2023
Q2 		$2.45M Buy
8,392
+4,104
+96% +$1.2M 0.04% 387
2023
Q1 		$1.29M Buy
4,288
+2,952
+221% +$868K 0.03% 530
2022
Q4 		$374K Buy
1,336
+168
+14% +$49K 0.01% 742
2022
Q3 		$342K Sell
1,168
-51
-4% -$16.6K 0.01% 697
2022
Q2 		$381K Buy
+1,219
New +$422K 0.01% 678
2022
Q1 		– Sell
-1,062
Closed -$398K – 1024
2021
Q4 		$398K Sell
1,062
-977
-48% -$326K 0.01% 671
2021
Q3 		$606K Buy
+2,039
New +$640K 0.02% 533

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's PSA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Public Storage (PSA) stake by 583% in Q1 2026, buying an estimated $1.58M and bringing the position to 6,471 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #815.

Integrated Wealth Concepts first reported a position in PSA in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.21M in Q2 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Integrated Wealth Concepts held 6,471 shares of Public Storage worth $1.75M as of Q1 2026.
  • Integrated Wealth Concepts bought 5,524 Public Storage shares in Q1 2026, an estimated $1.58M.
  • Public Storage made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #815 holding.
  • Integrated Wealth Concepts first reported a position in Public Storage in Q3 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Public Storage position peaked at $3.21M in Q2 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.