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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
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 $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

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

JPL Wealth Management reduced its Public Storage (PSA) stake by 1.7% in Q1 2026, selling an estimated $23.8K and leaving 4,768 shares worth $1.29M. The position accounts for 0.3% of the portfolio, ranked #75.

JPL Wealth Management first reported a position in PSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q2 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • JPL Wealth Management held 4,768 shares of Public Storage worth $1.29M as of Q1 2026.
  • JPL Wealth Management sold 83 Public Storage shares in Q1 2026, an estimated $23.8K.
  • Public Storage made up 0.3% of JPL Wealth Management's portfolio in Q1 2026, its #75 holding.
  • JPL Wealth Management first reported a position in Public Storage in Q4 2024 and has held it in 6 quarters since.
  • JPL Wealth Management's Public Storage position peaked at $1.77M in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

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