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Opal Wealth Advisors’s Public Storage PSA Stock Holding History

Opal Wealth Advisors’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 		$45.5K Buy
+168
New +$48.2K 0.01% 422
2025
Q3 		– Sell
-123
Closed -$36.1K – 461
2025
Q2 		$36.1K Buy
123
+2
+2% +$592 0.01% 434
2025
Q1 		$36.2K Buy
+121
New +$36.2K 0.01% 401
2024
Q3 		– Sell
-125
Closed -$36K – 928
2024
Q2 		$36K Buy
+125
New +$34.5K 0.01% 396

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

Opal Wealth Advisors's PSA Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Public Storage (PSA) in Q1 2026: 168 shares worth $45.5K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in PSA as recently as Q2 2025.

Opal Wealth Advisors first reported a position in PSA in Q2 2024 and has held it in 4 quarters since. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Opal Wealth Advisors held 168 shares of Public Storage worth $45.5K as of Q1 2026.
  • Public Storage was a new Opal Wealth Advisors position in Q1 2026.
  • Public Storage made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #422 holding.
  • Opal Wealth Advisors first reported a position in Public Storage in Q2 2024 and has held it in 4 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.