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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
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 $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

PDS Planning's PSA Position: Q1 2026 in Review

PDS Planning increased its Public Storage (PSA) stake by 1.4% in Q1 2026, buying an estimated $4.59K and bringing the position to 1,182 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #376.

PDS Planning first reported a position in PSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $384K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • PDS Planning held 1,182 shares of Public Storage worth $320K as of Q1 2026.
  • PDS Planning bought 16 Public Storage shares in Q1 2026, an estimated $4.59K.
  • Public Storage made up 0.02% of PDS Planning's portfolio in Q1 2026, its #376 holding.
  • PDS Planning first reported a position in Public Storage in Q3 2024 and has held it in 7 quarters since.
  • PDS Planning's Public Storage position peaked at $384K in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.