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Investment Advisory Group’s Public Storage PSA Stock Holding History

Investment 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 		$252K Hold
929
– – 0.06% 166
2025
Q4 		$241K Hold
929
– – 0.06% 170
2025
Q3 		$268K Hold
929
– – 0.07% 151
2025
Q2 		$273K Hold
929
– – 0.08% 143
2025
Q1 		$278K Hold
929
– – 0.09% 135
2024
Q4 		$278K Buy
929
+73
+9% +$24.2K 0.09% 131
2024
Q3 		$311K Hold
856
– – 0.11% 125
2024
Q2 		$246K Hold
856
– – 0.1% 135
2024
Q1 		$248K Buy
+856
New +$245K 0.1% 136

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

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

Investment Advisory Group held its Public Storage (PSA) position steady in Q1 2026 at 929 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #166.

Investment Advisory Group first reported a position in PSA in Q1 2024 and has held it in 9 quarters since. The position peaked at $311K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Investment Advisory Group held 929 shares of Public Storage worth $252K as of Q1 2026.
  • Investment Advisory Group left its Public Storage share count unchanged in Q1 2026.
  • Public Storage made up 0.06% of Investment Advisory Group's portfolio in Q1 2026, its #166 holding.
  • Investment Advisory Group first reported a position in Public Storage in Q1 2024 and has held it in 9 quarters since.
  • Investment Advisory Group's Public Storage position peaked at $311K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.