Planning Project LLC’s Public Storage PSA Stock Holding History

Planning Project LLC’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
2025 Q4	$12.7K	Buy	+49	New	+$13.7K	﹤0.01%	97

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Planning Project LLC's PSA Position: Q4 2025 in Review

Planning Project LLC opened a new position in Public Storage (PSA) in Q4 2025: 49 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #97 among its holdings.

1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Planning Project LLC held 49 shares of Public Storage worth $12.7K as of Q4 2025.
Public Storage was a new Planning Project LLC position in Q4 2025.
Public Storage made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #97 holding.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.