Premier Path Wealth Partners’s Public Storage PSA Stock Holding History

Premier Path Wealth Partners’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	$363K	Buy	1,340 +183	+16%	+$52.5K	0.05%	319
2025 Q4	$300K	Sell	1,157 -4	-0.3%	-$1.12K	0.04%	322
2025 Q3	$335K	Sell	1,161 -104	-8%	-$29.9K	0.04%	314
2025 Q2	$371K	Buy	1,265 +29	+2%	+$8.59K	0.05%	288
2025 Q1	$370K	Buy	1,236 +15	+1%	+$4.49K	0.06%	270
2024 Q4	$366K	Buy	1,221 +40	+3%	+$13.3K	0.06%	270
2024 Q3	$430K	Buy	1,181 +204	+21%	+$66.2K	0.07%	249
2024 Q2	$281K	Buy	977 +281	+40%	+$77.5K	0.05%	305
2024 Q1	$202K	Buy	+696	New	+$200K	0.04%	336

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Premier Path Wealth Partners's PSA Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Public Storage (PSA) stake by 16% in Q1 2026, buying an estimated $52.5K and bringing the position to 1,340 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #319.

Premier Path Wealth Partners first reported a position in PSA in Q1 2024 and has held it in 9 quarters since. The position peaked at $430K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Premier Path Wealth Partners held 1,340 shares of Public Storage worth $363K as of Q1 2026.
Premier Path Wealth Partners bought 183 Public Storage shares in Q1 2026, an estimated $52.5K.
Public Storage made up 0.05% of Premier Path Wealth Partners's portfolio in Q1 2026, its #319 holding.
Premier Path Wealth Partners first reported a position in Public Storage in Q1 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's Public Storage position peaked at $430K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.