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 Q2	$218K	Sell	686 -400	-37%	-$122K	0.11%	101
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ridgecrest Wealth Partners's PSA Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its Public Storage (PSA) stake by 37% in Q2 2026, selling an estimated $122K and leaving 686 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #101.

Ridgecrest Wealth Partners first reported a position in PSA in Q2 2021 and has held it in 21 quarters since. The position peaked at $424K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Ridgecrest Wealth Partners held 686 shares of Public Storage worth $218K as of Q2 2026.
Ridgecrest Wealth Partners sold 400 Public Storage shares in Q2 2026, an estimated $122K.
Public Storage made up 0.11% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #101 holding.
Ridgecrest Wealth Partners first reported a position in Public Storage in Q2 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's Public Storage position peaked at $424K in Q1 2022.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.