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JGP Wealth Management’s Public Storage PSA Stock Holding History

JGP Wealth Management’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 		– Sell
-6,042
Closed -$1.57M – 239
2025
Q4 		$1.57M Sell
6,042
-208
-3% -$58.2K 0.16% 81
2025
Q3 		$1.81M Sell
6,250
-240
-4% -$68.9K 0.2% 71
2025
Q2 		$1.9M Sell
6,490
-297
-4% -$87.9K 0.23% 64
2025
Q1 		$2.03M Sell
6,787
-921
-12% -$275K 0.27% 61
2024
Q4 		$2.31M Buy
7,708
+129
+2% +$42.8K 0.3% 56
2024
Q3 		$2.76M Sell
7,579
-46
-0.6% -$14.9K 0.36% 55
2024
Q2 		$2.19M Sell
7,625
-302
-4% -$83.3K 0.31% 57
2024
Q1 		$2.3M Sell
7,927
-1,127
-12% -$323K 0.33% 58
2023
Q4 		$2.76M Sell
9,054
-699
-7% -$185K 0.41% 51
2023
Q3 		$2.57M Sell
9,753
-11
-0.1% -$3.08K 0.43% 51
2023
Q2 		$2.85M Buy
9,764
+283
+3% +$82.5K 0.47% 47
2023
Q1 		$2.86M Buy
9,481
+202
+2% +$59.4K 0.5% 48
2022
Q4 		$2.6M Sell
9,279
-175
-2% -$51K 0.48% 50
2022
Q3 		$2.68M Buy
9,454
+37
+0.4% +$12K 0.56% 47
2022
Q2 		$2.98M Buy
9,417
+205
+2% +$71K 0.6% 45
2022
Q1 		$3.77M Sell
9,212
-1,561
-14% -$567K 0.69% 43
2021
Q4 		$3.9M Buy
10,773
+143
+1% +$47.8K 0.73% 42
2021
Q3 		$3.16M Sell
10,630
-123
-1% -$38.6K 0.68% 43
2021
Q2 		$3.23M Buy
+10,753
New +$3.02M 0.7% 41

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

JGP Wealth Management's PSA Position: Q1 2026 in Review

JGP Wealth Management sold out of Public Storage (PSA) in Q1 2026, closing a stake of 6,042 shares — an estimated $1.57M sold.

JGP Wealth Management first reported a position in PSA in Q2 2021 and held it in 19 quarters. The position peaked at $3.9M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • JGP Wealth Management reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • JGP Wealth Management sold 6,042 Public Storage shares in Q1 2026, an estimated $1.57M.
  • JGP Wealth Management first reported a position in Public Storage in Q2 2021 and held it in 19 quarters.
  • JGP Wealth Management's Public Storage position peaked at $3.9M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on JGP Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.