Kestra Private Wealth Services’s Public Storage PSA Stock Holding History

Kestra Private Wealth Services’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	$2.04M	Buy	7,526 +3,155	+72%	+$905K	0.03%	548
2025 Q4	$1.13M	Sell	4,371 -3,618	-45%	-$1.01M	0.01%	755
2025 Q3	$2.31M	Buy	7,989 +798	+11%	+$229K	0.03%	484
2025 Q2	$2.11M	Buy	7,191 +4,544	+172%	+$1.35M	0.03%	481
2025 Q1	$792K	Buy	2,647 +137	+5%	+$41K	0.01%	771
2024 Q4	$752K	Buy	2,510 +138	+6%	+$45.8K	0.01%	753
2024 Q3	$863K	Sell	2,372 -1,332	-36%	-$432K	0.02%	666
2024 Q2	$1.07M	Buy	3,704 +72	+2%	+$19.9K	0.02%	556
2024 Q1	$1.05M	Buy	+3,632	New	+$1.04M	0.02%	543
2023 Q4	–	Sell	-2,262	Closed	-$596K	–	1279
2023 Q3	$596K	Buy	+2,262	New	+$634K	0.02%	611

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

Kestra Private Wealth Services's PSA Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Public Storage (PSA) stake by 72% in Q1 2026, buying an estimated $905K and bringing the position to 7,526 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #548.

Kestra Private Wealth Services first reported a position in PSA in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Kestra Private Wealth Services held 7,526 shares of Public Storage worth $2.04M as of Q1 2026.
Kestra Private Wealth Services bought 3,155 Public Storage shares in Q1 2026, an estimated $905K.
Public Storage made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #548 holding.
Kestra Private Wealth Services first reported a position in Public Storage in Q3 2023 and has held it in 10 quarters since.
Kestra Private Wealth Services's Public Storage position peaked at $2.31M in Q3 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.