Investmark Advisory Group’s Public Storage PSA Stock Holding History

Investmark Advisory Group’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	$250K	Sell	921 -31	-3%	-$8.89K	0.11%	118
2025 Q4	$247K	Buy	952 +6	+0.6%	+$1.68K	0.11%	120
2025 Q3	$273K	Buy	946 +6	+0.6%	+$1.72K	0.12%	116
2025 Q2	$276K	Buy	940 +5	+0.5%	+$1.48K	0.13%	108
2025 Q1	$280K	Sell	935 -14	-1%	-$4.19K	0.14%	98
2024 Q4	$284K	Buy	949 +4	+0.4%	+$1.33K	0.14%	98
2024 Q3	$344K	Sell	945 -7	-0.7%	-$2.27K	0.17%	91
2024 Q2	$274K	Buy	952 +4	+0.4%	+$1.1K	0.15%	93
2024 Q1	$275K	Buy	948 +5	+0.5%	+$1.43K	0.15%	96
2023 Q4	$288K	Buy	943 +125	+15%	+$33.2K	0.17%	90
2023 Q3	$215K	Buy	818 +13	+2%	+$3.64K	0.15%	93
2023 Q2	$235K	Sell	805 -67	-8%	-$19.5K	0.16%	92
2023 Q1	$264K	Buy	872 +6	+0.7%	+$1.76K	0.19%	82
2022 Q4	$243K	Buy	866 +51	+6%	+$14.9K	0.18%	86
2022 Q3	$238K	Sell	815 -71	-8%	-$23.1K	0.21%	82
2022 Q2	$277K	Sell	886 -17	-2%	-$5.89K	0.27%	59
2022 Q1	$352K	Sell	903 -31	-3%	-$11.3K	0.36%	52
2021 Q4	$350K	Buy	+934	New	+$312K	0.33%	55

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investmark Advisory Group's PSA Position: Q1 2026 in Review

Investmark Advisory Group reduced its Public Storage (PSA) stake by 3.3% in Q1 2026, selling an estimated $8.89K and leaving 921 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #118.

Investmark Advisory Group first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $352K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Investmark Advisory Group held 921 shares of Public Storage worth $250K as of Q1 2026.
Investmark Advisory Group sold 31 Public Storage shares in Q1 2026, an estimated $8.89K.
Public Storage made up 0.11% of Investmark Advisory Group's portfolio in Q1 2026, its #118 holding.
Investmark Advisory Group first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's Public Storage position peaked at $352K in Q1 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.