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JPL Wealth Management’s Public Storage PSA Stock Holding History

JPL 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
Q2 		$1.5M Sell
4,704
-64
-1% -$19.6K 0.3% 73
2026
Q1 		$1.29M Sell
4,768
-83
-2% -$23.8K 0.3% 75
2025
Q4 		$1.26M Sell
4,851
-1,244
-20% -$348K 0.31% 76
2025
Q3 		$1.76M Buy
6,095
+55
+0.9% +$15.8K 0.42% 73
2025
Q2 		$1.77M Buy
6,040
+182
+3% +$53.9K 0.48% 71
2025
Q1 		$1.75M Buy
5,858
+402
+7% +$120K 0.5% 70
2024
Q4 		$1.63M Buy
+5,456
New +$1.81M 0.47% 70

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JPL Wealth Management's PSA Position: Q2 2026 in Review

JPL Wealth Management reduced its Public Storage (PSA) stake by 1.3% in Q2 2026, selling an estimated $19.6K and leaving 4,704 shares worth $1.5M. The position accounts for 0.3% of the portfolio, ranked #73.

JPL Wealth Management first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q2 2025. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • JPL Wealth Management held 4,704 shares of Public Storage worth $1.5M as of Q2 2026.
  • JPL Wealth Management sold 64 Public Storage shares in Q2 2026, an estimated $19.6K.
  • Public Storage made up 0.3% of JPL Wealth Management's portfolio in Q2 2026, its #73 holding.
  • JPL Wealth Management first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • JPL Wealth Management's Public Storage position peaked at $1.77M in Q2 2025.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.