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Savvy Advisors Inc’s Public Storage PSA Stock Holding History

Savvy Advisors Inc’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 		$659K Buy
2,433
+476
+24% +$136K 0.02% 572
2025
Q4 		$508K Sell
1,957
-342
-15% -$95.7K 0.02% 560
2025
Q3 		$664K Buy
2,299
+579
+34% +$166K 0.03% 362
2025
Q2 		$505K Buy
1,720
+181
+12% +$53.6K 0.03% 349
2025
Q1 		$461K Buy
1,539
+143
+10% +$42.8K 0.05% 300
2024
Q4 		$418K Buy
+1,396
New +$463K 0.05% 272

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

Savvy Advisors Inc's PSA Position: Q1 2026 in Review

Savvy Advisors Inc increased its Public Storage (PSA) stake by 24% in Q1 2026, buying an estimated $136K and bringing the position to 2,433 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #572.

Savvy Advisors Inc first reported a position in PSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $664K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Savvy Advisors Inc held 2,433 shares of Public Storage worth $659K as of Q1 2026.
  • Savvy Advisors Inc bought 476 Public Storage shares in Q1 2026, an estimated $136K.
  • Public Storage made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #572 holding.
  • Savvy Advisors Inc first reported a position in Public Storage in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Public Storage position peaked at $664K in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.