Journey Strategic Wealth’s Public Storage PSA Stock Holding History

Journey Strategic Wealth’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	$316K	Buy	+1,168	New	+$335K	0.01%	517
2025 Q4	–	Sell	-1,300	Closed	-$376K	–	811
2025 Q3	$376K	Buy	1,300 +396	+44%	+$114K	0.01%	378
2025 Q2	$265K	Buy	+904	New	+$268K	0.01%	486
2022 Q2	–	Sell	-551	Closed	-$215K	–	191
2022 Q1	$215K	Buy	551 +8	+1%	+$2.9K	0.02%	148
2021 Q4	$203K	Buy	+543	New	+$181K	0.02%	190

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

Journey Strategic Wealth's PSA Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Public Storage (PSA) in Q1 2026: 1,168 shares worth $316K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in PSA as recently as Q3 2025.

Journey Strategic Wealth first reported a position in PSA in Q4 2021 and has held it in 5 quarters since. The position peaked at $376K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Journey Strategic Wealth held 1,168 shares of Public Storage worth $316K as of Q1 2026.
Public Storage was a new Journey Strategic Wealth position in Q1 2026.
Public Storage made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #517 holding.
Journey Strategic Wealth first reported a position in Public Storage in Q4 2021 and has held it in 5 quarters since.
Journey Strategic Wealth's Public Storage position peaked at $376K in Q3 2025.
1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.