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Sagespring Wealth Partners’s Public Storage PSA Stock Holding History

Sagespring 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 		$463K Buy
1,710
+416
+32% +$119K 0.01% 517
2025
Q4 		$336K Buy
1,294
+105
+9% +$29.4K 0.01% 586
2025
Q3 		$343K Sell
1,189
-156
-12% -$44.8K 0.01% 561
2025
Q2 		$395K Buy
1,345
+72
+6% +$21.3K 0.01% 498
2025
Q1 		$381K Buy
1,273
+367
+41% +$110K 0.01% 457
2024
Q4 		$271K Buy
+906
New +$301K 0.01% 503

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Public Storage (PSA) stake by 32% in Q1 2026, buying an estimated $119K and bringing the position to 1,710 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #517.

Sagespring Wealth Partners first reported a position in PSA in Q4 2024 and has held it in 6 quarters since. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Sagespring Wealth Partners held 1,710 shares of Public Storage worth $463K as of Q1 2026.
  • Sagespring Wealth Partners bought 416 Public Storage shares in Q1 2026, an estimated $119K.
  • Public Storage made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #517 holding.
  • Sagespring Wealth Partners first reported a position in Public Storage in Q4 2024 and has held it in 6 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.