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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
Q2 		$363K Buy
1,103
+1
+0.1% +$306 0.27% 109
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 $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

Phillips Wealth Planners's PSA Position: Q2 2026 in Review

Phillips Wealth Planners increased its Public Storage (PSA) stake by 0.09% in Q2 2026, buying an estimated $306 and bringing the position to 1,103 shares worth $363K. The position accounts for 0.27% of the portfolio, ranked #109.

Phillips Wealth Planners first reported a position in PSA in Q3 2024 and has held it in 3 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Phillips Wealth Planners held 1,103 shares of Public Storage worth $363K as of Q2 2026.
  • Phillips Wealth Planners bought 1 Public Storage share in Q2 2026, an estimated $306.
  • Public Storage made up 0.27% of Phillips Wealth Planners's portfolio in Q2 2026, its #109 holding.
  • Phillips Wealth Planners first reported a position in Public Storage in Q3 2024 and has held it in 3 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.