Planning Strategies
PSA icon

Planning Strategies’s Public Storage PSA Stock Holding History

Planning Strategies’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 		$2.26K Buy
8
+3
+60% +$939 ﹤0.01% 598
2026
Q2 		$1.59K Buy
+5
New +$1.53K ﹤0.01% 649

Other funds holding PSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Planning Strategies's PSA Position: Q3 2026 in Review

Planning Strategies increased its Public Storage (PSA) stake by 60% in Q3 2026, buying an estimated $939 and bringing the position to 8 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Planning Strategies first reported a position in PSA in Q2 2026 and has held it in 2 quarters since. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Planning Strategies held 8 shares of Public Storage worth $2.26K as of Q3 2026.
  • Planning Strategies bought 3 Public Storage shares in Q3 2026, an estimated $939.
  • Public Storage made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #598 holding.
  • Planning Strategies first reported a position in Public Storage in Q2 2026 and has held it in 2 quarters since.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.