Outlook Wealth Advisors’s Public Storage PSA Stock Holding History

Outlook 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	$257K	Buy	951 +6	+0.6%	+$1.72K	0.06%	275
2025 Q4	$245K	Buy	945 +13	+1%	+$3.64K	0.06%	276
2025 Q3	$269K	Buy	+932	New	+$268K	0.07%	254
2019 Q1	–	Sell	-263	Closed	-$532K	–	174
2018 Q4	$532K	Buy	+263	New	+$53.7K	0.24%	104

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Outlook Wealth Advisors increased its Public Storage (PSA) stake by 0.63% in Q1 2026, buying an estimated $1.72K and bringing the position to 951 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #275.

Outlook Wealth Advisors first reported a position in PSA in Q4 2018 and has held it in 4 quarters since. The position peaked at $532K in Q4 2018. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Outlook Wealth Advisors held 951 shares of Public Storage worth $257K as of Q1 2026.
Outlook Wealth Advisors bought 6 Public Storage shares in Q1 2026, an estimated $1.72K.
Public Storage made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #275 holding.
Outlook Wealth Advisors first reported a position in Public Storage in Q4 2018 and has held it in 4 quarters since.
Outlook Wealth Advisors's Public Storage position peaked at $532K in Q4 2018.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.