Ridgecrest Wealth Partners’s Public Storage PSA Stock Holding History

Ridgecrest 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	$294K	Hold	1,086	–	–	0.16%	78
2025 Q4	$282K	Hold	1,086	–	–	0.15%	80
2025 Q3	$314K	Hold	1,086	–	–	0.14%	86
2025 Q2	$319K	Sell	1,086 -12	-1%	-$3.55K	0.17%	78
2025 Q1	$329K	Buy	1,098 +4	+0.4%	+$1.2K	0.17%	74
2024 Q4	$328K	Buy	1,094 +8	+0.7%	+$2.65K	0.18%	73
2024 Q3	$395K	Hold	1,086	–	–	0.21%	72
2024 Q2	$312K	Hold	1,086	–	–	0.19%	80
2024 Q1	$315K	Hold	1,086	–	–	0.19%	81
2023 Q4	$331K	Hold	1,086	–	–	0.22%	72
2023 Q3	$286K	Hold	1,086	–	–	0.2%	76
2023 Q2	$317K	Hold	1,086	–	–	0.21%	74
2023 Q1	$328K	Hold	1,086	–	–	0.23%	69
2022 Q4	$304K	Hold	1,086	–	–	0.23%	69
2022 Q3	$318K	Hold	1,086	–	–	0.26%	67
2022 Q2	$340K	Hold	1,086	–	–	0.25%	73
2022 Q1	$424K	Hold	1,086	–	–	0.27%	67
2021 Q4	$407K	Hold	1,086	–	–	0.2%	86
2021 Q3	$323K	Hold	1,086	–	–	0.18%	88
2021 Q2	$327K	Buy	+1,086	New	+$305K	0.2%	84

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

Ridgecrest Wealth Partners's PSA Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its Public Storage (PSA) position steady in Q1 2026 at 1,086 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #78.

Ridgecrest Wealth Partners first reported a position in PSA in Q2 2021 and has held it in 20 quarters since. The position peaked at $424K in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Ridgecrest Wealth Partners held 1,086 shares of Public Storage worth $294K as of Q1 2026.
Ridgecrest Wealth Partners left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.16% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #78 holding.
Ridgecrest Wealth Partners first reported a position in Public Storage in Q2 2021 and has held it in 20 quarters since.
Ridgecrest Wealth Partners's Public Storage position peaked at $424K in Q1 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.