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Phillips Wealth Planners’s Public Storage PSA Stock Holding History

Phillips Wealth Planners’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 		$343K Buy
+1,102
New +$316K 0.26% 129
2024
Q4 		– Sell
-594
Closed -$206K – 192
2024
Q3 		$206K Buy
+594
New +$193K 0.2% 187

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

Phillips Wealth Planners's PSA Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in Public Storage (PSA) in Q1 2026: 1,102 shares worth $343K. The stake represents 0.26% of the portfolio and ranks #129 among its holdings. This is a return to the name: Phillips Wealth Planners previously reported a position in PSA as recently as Q3 2024.

Phillips Wealth Planners first reported a position in PSA in Q3 2024 and has held it in 2 quarters since. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Phillips Wealth Planners held 1,102 shares of Public Storage worth $343K as of Q1 2026.
  • Public Storage was a new Phillips Wealth Planners position in Q1 2026.
  • Public Storage made up 0.26% of Phillips Wealth Planners's portfolio in Q1 2026, its #129 holding.
  • Phillips Wealth Planners first reported a position in Public Storage in Q3 2024 and has held it in 2 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.