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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
Q2 		$65.5K Buy
206
+19
+10% +$5.81K ﹤0.01% 485
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's PSA Position: Q2 2026 in Review

SHP Wealth Management increased its Public Storage (PSA) stake by 10% in Q2 2026, buying an estimated $5.81K and bringing the position to 206 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

SHP Wealth Management first reported a position in PSA in Q4 2025 and has held it in 3 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • SHP Wealth Management held 206 shares of Public Storage worth $65.5K as of Q2 2026.
  • SHP Wealth Management bought 19 Public Storage shares in Q2 2026, an estimated $5.81K.
  • Public Storage made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #485 holding.
  • SHP Wealth Management first reported a position in Public Storage in Q4 2025 and has held it in 3 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.