Planned Solutions’s Public Storage PSA Stock Holding History

Planned Solutions’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 Q3	$272K	Sell	961 -9	-0.9%	-$2.82K	0.07%	117
2026 Q2	$309K	Buy	970 +14	+1%	+$4.28K	0.09%	113
2026 Q1	$259K	Sell	956 -103	-10%	-$29.5K	0.08%	111
2025 Q4	$275K	Buy	1,059 +9	+0.9%	+$2.52K	0.09%	107
2025 Q3	$303K	Buy	1,050 +103	+11%	+$29.6K	0.1%	99
2025 Q2	$278K	Hold	947	–	–	0.11%	96
2025 Q1	$283K	Hold	947	–	–	0.11%	87
2024 Q4	$284K	Hold	947	–	–	0.11%	82
2024 Q3	$345K	Buy	+947	New	+$307K	0.14%	67
2024 Q1	–	Sell	-355	Closed	-$108K	–	424
2023 Q4	$108K	Buy	+355	New	+$94.2K	0.05%	172

Other funds holding PSA

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Planned Solutions's PSA Position: Q3 2026 in Review

Planned Solutions reduced its Public Storage (PSA) stake by 0.93% in Q3 2026, selling an estimated $2.82K and leaving 961 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #117.

Planned Solutions first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $345K in Q3 2024. 167 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Planned Solutions held 961 shares of Public Storage worth $272K as of Q3 2026.
Planned Solutions sold 9 Public Storage shares in Q3 2026, an estimated $2.82K.
Public Storage made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #117 holding.
Planned Solutions first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Planned Solutions's Public Storage position peaked at $345K in Q3 2024.
167 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.