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Simplicity Wealth’s Public Storage PSA Stock Holding History

Simplicity Wealth’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 		$221K Buy
+814
New +$233K 0.01% 691
2024
Q3 		– Sell
-1,313
Closed -$378K – 1028
2024
Q2 		$378K Buy
1,313
+88
+7% +$24.3K 0.01% 866
2024
Q1 		$355K Buy
+1,225
New +$351K 0.01% 859

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

Simplicity Wealth's PSA Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Public Storage (PSA) in Q1 2026: 814 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in PSA as recently as Q2 2024.

Simplicity Wealth first reported a position in PSA in Q1 2024 and has held it in 3 quarters since. The position peaked at $378K in Q2 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Simplicity Wealth held 814 shares of Public Storage worth $221K as of Q1 2026.
  • Public Storage was a new Simplicity Wealth position in Q1 2026.
  • Public Storage made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #691 holding.
  • Simplicity Wealth first reported a position in Public Storage in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Public Storage position peaked at $378K in Q2 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.