NW
PSA icon

NewEdge Wealth’s Public Storage PSA Stock Holding History

NewEdge Wealth’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 		$225K Sell
830
-2,322
-74% -$666K ﹤0.01% 1056
2025
Q4 		$818K Buy
3,152
+1,255
+66% +$351K 0.01% 690
2025
Q3 		$529K Buy
1,897
+30
+2% +$8.61K 0.01% 729
2025
Q2 		$530K Sell
1,867
-130
-7% -$38.5K 0.01% 698
2025
Q1 		$598K Sell
1,997
-479
-19% -$143K 0.01% 599
2024
Q4 		$741K Buy
2,476
+137
+6% +$45.5K 0.01% 546
2024
Q3 		$851K Sell
2,339
-19
-0.8% -$6.17K 0.02% 503
2024
Q2 		$678K Sell
2,358
-16
-0.7% -$4.41K 0.01% 481
2024
Q1 		$627K Sell
2,374
-22
-0.9% -$6.31K 0.01% 514
2023
Q4 		$731K Sell
2,396
-158
-6% -$41.9K 0.02% 445
2023
Q3 		$673K Sell
2,554
-21
-0.8% -$5.89K 0.02% 422
2023
Q2 		$752K Sell
2,575
-1
-0% -$291 0.03% 396
2023
Q1 		$778K Buy
2,576
+221
+9% +$65K 0.03% 352
2022
Q4 		$660K Sell
2,355
-60
-2% -$17.5K 0.03% 332
2022
Q3 		$707K Buy
2,415
+644
+36% +$209K 0.03% 302
2022
Q2 		$554K Buy
+1,771
New +$613K 0.03% 373

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

NewEdge Wealth's PSA Position: Q1 2026 in Review

NewEdge Wealth reduced its Public Storage (PSA) stake by 74% in Q1 2026, selling an estimated $666K and leaving 830 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

NewEdge Wealth first reported a position in PSA in Q2 2022 and has held it in 16 quarters since. The position peaked at $851K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • NewEdge Wealth held 830 shares of Public Storage worth $225K as of Q1 2026.
  • NewEdge Wealth sold 2,322 Public Storage shares in Q1 2026, an estimated $666K.
  • Public Storage made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1056 holding.
  • NewEdge Wealth first reported a position in Public Storage in Q2 2022 and has held it in 16 quarters since.
  • NewEdge Wealth's Public Storage position peaked at $851K in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.