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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
Q2 		$749K Buy
2,353
+643
+38% +$197K 0.01% 420
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 $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

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

Sagespring Wealth Partners increased its Public Storage (PSA) stake by 38% in Q2 2026, buying an estimated $197K and bringing the position to 2,353 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #420.

Sagespring Wealth Partners first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sagespring Wealth Partners held 2,353 shares of Public Storage worth $749K as of Q2 2026.
  • Sagespring Wealth Partners bought 643 Public Storage shares in Q2 2026, an estimated $197K.
  • Public Storage made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #420 holding.
  • Sagespring Wealth Partners first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.