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Modern Wealth Management’s Public Storage PSA Stock Holding History

Modern 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 		$452K Buy
1,637
+595
+57% +$171K 0.01% 602
2025
Q4 		$271K Sell
1,042
-114
-10% -$31.9K ﹤0.01% 713
2025
Q3 		$334K Sell
1,156
-224
-16% -$64.3K 0.01% 617
2025
Q2 		$405K Sell
1,380
-141
-9% -$41.7K 0.01% 532
2025
Q1 		$455K Buy
1,521
+602
+66% +$180K 0.01% 438
2024
Q4 		$275K Buy
919
+175
+24% +$58.1K 0.01% 476
2024
Q3 		$271K Buy
+744
New +$242K 0.02% 364

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

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

Modern Wealth Management increased its Public Storage (PSA) stake by 57% in Q1 2026, buying an estimated $171K and bringing the position to 1,637 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #602.

Modern Wealth Management first reported a position in PSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $455K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Modern Wealth Management held 1,637 shares of Public Storage worth $452K as of Q1 2026.
  • Modern Wealth Management bought 595 Public Storage shares in Q1 2026, an estimated $171K.
  • Public Storage made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #602 holding.
  • Modern Wealth Management first reported a position in Public Storage in Q3 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Public Storage position peaked at $455K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.