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Mowery & Schoenfeld Wealth Management’s Public Storage PSA Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-17
Closed -$4.41K – 461
2025
Q4 		$4.41K Buy
+17
New +$4.76K 0.01% 336
2025
Q1 		– Sell
-25
Closed -$7.49K – 542
2024
Q4 		$7.49K Buy
+25
New +$8.3K 0.01% 257
2024
Q3 		– Sell
-62
Closed -$17.8K – 257
2024
Q2 		$17.8K Buy
+62
New +$17.1K 0.03% 146

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's PSA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Public Storage (PSA) in Q1 2026, closing a stake of 17 shares — an estimated $4.41K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PSA in Q2 2024 and held it in 3 quarters. The position peaked at $17.8K in Q2 2024. 1,092 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 17 Public Storage shares in Q1 2026, an estimated $4.41K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Public Storage in Q2 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Public Storage position peaked at $17.8K in Q2 2024.
  • 1,092 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.