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PDS Planning’s Public Storage PSA Stock Holding History

PDS Planning’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
Q2 		$380K Buy
1,194
+12
+1% +$3.67K 0.02% 355
2026
Q1 		$320K Buy
1,182
+16
+1% +$4.59K 0.02% 376
2025
Q4 		$303K Sell
1,166
-163
-12% -$45.6K 0.02% 382
2025
Q3 		$384K Buy
1,329
+103
+8% +$29.6K 0.03% 307
2025
Q2 		$360K Buy
1,226
+409
+50% +$121K 0.03% 309
2025
Q1 		$245K Buy
817
+111
+16% +$33.2K 0.02% 378
2024
Q4 		$211K Buy
706
+1
+0.1% +$332 0.02% 390
2024
Q3 		$257K Buy
+705
New +$229K 0.02% 342

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PDS Planning's PSA Position: Q2 2026 in Review

PDS Planning increased its Public Storage (PSA) stake by 1% in Q2 2026, buying an estimated $3.67K and bringing the position to 1,194 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #355.

PDS Planning first reported a position in PSA in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • PDS Planning held 1,194 shares of Public Storage worth $380K as of Q2 2026.
  • PDS Planning bought 12 Public Storage shares in Q2 2026, an estimated $3.67K.
  • Public Storage made up 0.02% of PDS Planning's portfolio in Q2 2026, its #355 holding.
  • PDS Planning first reported a position in Public Storage in Q3 2024 and has held it in 8 quarters since.
  • PDS Planning's Public Storage position peaked at $384K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.