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Litman Gregory Wealth Management’s Public Storage PSA Stock Holding History

Litman Gregory 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
2025
Q4 		$260 Buy
+1
New +$280 ﹤0.01% 351
2023
Q1 		– Sell
-901
Closed -$252K – 80
2022
Q4 		$252K Buy
901
+4
+0.4% +$1.17K 0.04% 73
2022
Q3 		$263K Buy
897
+8
+0.9% +$2.6K 0.04% 72
2022
Q2 		$278K Buy
+889
New +$308K 0.04% 81

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Litman Gregory Wealth Management's PSA Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Public Storage (PSA) in Q4 2025: 1 share worth $260. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in PSA as recently as Q4 2022.

Litman Gregory Wealth Management first reported a position in PSA in Q2 2022 and has held it in 4 quarters since. The position peaked at $278K in Q2 2022. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Litman Gregory Wealth Management held 1 share of Public Storage worth $260 as of Q4 2025.
  • Public Storage was a new Litman Gregory Wealth Management position in Q4 2025.
  • Public Storage made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #351 holding.
  • Litman Gregory Wealth Management first reported a position in Public Storage in Q2 2022 and has held it in 4 quarters since.
  • Litman Gregory Wealth Management's Public Storage position peaked at $278K in Q2 2022.
  • 1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.