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Retirement Planning Company of New England’s Public Storage PSA Stock Holding History

Retirement Planning Company of New England’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 		$671K Buy
2,108
+9
+0.4% +$2.75K 0.24% 115
2026
Q1 		$568K Buy
2,099
+13
+0.6% +$3.73K 0.23% 116
2025
Q4 		$541K Sell
2,086
-11
-0.5% -$3.08K 0.22% 118
2025
Q3 		$606K Buy
2,097
+5
+0.2% +$1.44K 0.24% 114
2025
Q2 		$614K Buy
2,092
+8
+0.4% +$2.37K 0.27% 106
2025
Q1 		$624K Buy
2,084
+33
+2% +$9.87K 0.31% 100
2024
Q4 		$614K Buy
2,051
+15
+0.7% +$4.98K 0.3% 103
2024
Q3 		$741K Sell
2,036
-103
-5% -$33.4K 0.37% 84
2024
Q2 		$615K Sell
2,139
-33
-2% -$9.1K 0.33% 89
2024
Q1 		$630K Sell
2,172
-104
-5% -$29.8K 0.35% 92
2023
Q4 		$694K Buy
2,276
+227
+11% +$60.2K 0.31% 96
2023
Q3 		$540K Buy
+2,049
New +$574K 0.3% 100
2023
Q2 		– Sell
-2,252
Closed -$680K – 232
2023
Q1 		$680K Sell
2,252
-58
-3% -$17.1K 0.41% 79
2022
Q4 		$647K Buy
2,310
+10
+0.4% +$2.92K 0.42% 80
2022
Q3 		$673K Buy
2,300
+11
+0.5% +$3.58K 0.49% 67
2022
Q2 		$715K Sell
2,289
-2
-0.1% -$692 0.49% 70
2022
Q1 		$894K Buy
2,291
+8
+0.4% +$2.9K 0.51% 60
2021
Q4 		$855K Buy
+2,283
New +$763K 0.42% 63

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

Retirement Planning Company of New England's PSA Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Public Storage (PSA) stake by 0.43% in Q2 2026, buying an estimated $2.75K and bringing the position to 2,108 shares worth $671K. The position accounts for 0.24% of the portfolio, ranked #115.

Retirement Planning Company of New England first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $894K in Q1 2022. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Retirement Planning Company of New England held 2,108 shares of Public Storage worth $671K as of Q2 2026.
  • Retirement Planning Company of New England bought 9 Public Storage shares in Q2 2026, an estimated $2.75K.
  • Public Storage made up 0.24% of Retirement Planning Company of New England's portfolio in Q2 2026, its #115 holding.
  • Retirement Planning Company of New England first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
  • Retirement Planning Company of New England's Public Storage position peaked at $894K in Q1 2022.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.