Richwood Investment Advisors’s Public Storage PSA Stock Holding History

Richwood Investment Advisors’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	$204K	Hold	753	–	–	0.16%	97
2025 Q4	$216K	Sell	753 -20	-3%	-$5.6K	0.16%	100
2025 Q3	$223K	Sell	773 -1	-0.1%	-$287	0.18%	97
2025 Q2	$227K	Hold	774	–	–	0.19%	95
2025 Q1	$232K	Hold	774	–	–	0.2%	94
2024 Q4	$232K	Hold	774	–	–	0.19%	95
2024 Q3	$281K	Hold	774	–	–	0.23%	86
2024 Q2	$222K	Sell	774 -84	-10%	-$23.2K	0.2%	95
2024 Q1	$249K	Sell	858 -1	-0.1%	-$287	0.22%	93
2023 Q4	$262K	Sell	859 -50	-6%	-$13.3K	0.25%	89
2023 Q3	$239K	Hold	909	–	–	0.24%	91
2023 Q2	$265K	Sell	909 -21	-2%	-$6.12K	0.26%	91
2023 Q1	$281K	Hold	930	–	–	0.28%	94
2022 Q4	$261K	Hold	930	–	–	0.26%	92
2022 Q3	$272K	Sell	930 -60	-6%	-$19.5K	0.3%	89
2022 Q2	$310K	Hold	990	–	–	0.31%	84
2022 Q1	$386K	Hold	990	–	–	0.34%	80
2021 Q4	$371K	Buy	+990	New	+$331K	0.32%	73

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

Richwood Investment Advisors's PSA Position: Q1 2026 in Review

Richwood Investment Advisors held its Public Storage (PSA) position steady in Q1 2026 at 753 shares worth $204K. The position accounts for 0.16% of the portfolio, ranked #97.

Richwood Investment Advisors first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $386K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Richwood Investment Advisors held 753 shares of Public Storage worth $204K as of Q1 2026.
Richwood Investment Advisors left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.16% of Richwood Investment Advisors's portfolio in Q1 2026, its #97 holding.
Richwood Investment Advisors first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's Public Storage position peaked at $386K in Q1 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.