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SHP Wealth Management’s Public Storage PSA Stock Holding History

SHP Wealth Management’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 		$50.6K Buy
187
+7
+4% +$2.01K ﹤0.01% 489
2025
Q4 		$46.7K Buy
+180
New +$50.4K ﹤0.01% 493

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's PSA Position: Q1 2026 in Review

SHP Wealth Management increased its Public Storage (PSA) stake by 3.9% in Q1 2026, buying an estimated $2.01K and bringing the position to 187 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

SHP Wealth Management first reported a position in PSA in Q4 2025 and has held it in 2 quarters since. 1,085 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • SHP Wealth Management held 187 shares of Public Storage worth $50.6K as of Q1 2026.
  • SHP Wealth Management bought 7 Public Storage shares in Q1 2026, an estimated $2.01K.
  • Public Storage made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #489 holding.
  • SHP Wealth Management first reported a position in Public Storage in Q4 2025 and has held it in 2 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.