SimplyRich’s Public Storage PSA Stock Holding History

SimplyRich’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	$270K	Sell	999 -1	-0.1%	-$287	0.07%	207
2025 Q4	$259K	Sell	1,000 -2	-0.2%	-$560	0.07%	181
2025 Q3	$289K	Sell	1,002 -1	-0.1%	-$287	0.08%	180
2025 Q2	$294K	Hold	1,003	–	–	0.08%	186
2025 Q1	$300K	Hold	1,003	–	–	0.09%	183
2024 Q4	$300K	Hold	1,003	–	–	0.09%	182
2024 Q3	$364K	Hold	1,003	–	–	0.1%	159
2024 Q2	$288K	Sell	1,003 -23	-2%	-$6.34K	0.09%	152
2024 Q1	$298K	Buy	1,026 +23	+2%	+$6.59K	0.1%	150
2023 Q4	$306K	Buy	1,003 +8	+0.8%	+$2.12K	0.11%	143
2023 Q3	$262K	Hold	995	–	–	0.13%	126
2023 Q2	$290K	Buy	995 +26	+3%	+$7.58K	0.1%	147
2023 Q1	$292K	Hold	969	–	–	0.11%	142
2022 Q4	$271K	Hold	969	–	–	0.11%	149
2022 Q3	$283K	Hold	969	–	–	0.13%	130
2022 Q2	$302K	Hold	969	–	–	0.13%	131
2022 Q1	$378K	Hold	969	–	–	0.13%	129
2021 Q4	$363K	Hold	969	–	–	0.12%	134
2021 Q3	$287K	Hold	969	–	–	0.1%	146
2021 Q2	$291K	Hold	969	–	–	0.13%	132
2021 Q1	$239K	Hold	969	–	–	0.09%	151
2020 Q4	$224K	Hold	969	–	–	0.1%	143
2020 Q3	$216K	Buy	+969	New	+$198K	0.11%	134
2019 Q4	–	Sell	-910	Closed	-$223K	–	158
2019 Q3	$223K	Hold	910	–	–	0.12%	139
2019 Q2	$217K	Buy	+910	New	+$209K	0.12%	145
2018 Q3	–	Sell	-910	Closed	-$206K	–	164
2018 Q2	$206K	Buy	+910	New	+$189K	0.12%	154
2018 Q1	–	Sell	-2,906	Closed	-$607K	–	180
2017 Q4	$607K	Buy	+2,906	New	+$614K	0.34%	101

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SimplyRich's PSA Position: Q1 2026 in Review

SimplyRich reduced its Public Storage (PSA) stake by 0.1% in Q1 2026, selling an estimated $287 and leaving 999 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #207.

SimplyRich first reported a position in PSA in Q4 2017 and has held it in 27 quarters since. The position peaked at $607K in Q4 2017. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

SimplyRich held 999 shares of Public Storage worth $270K as of Q1 2026.
SimplyRich sold 1 Public Storage share in Q1 2026, an estimated $287.
Public Storage made up 0.07% of SimplyRich's portfolio in Q1 2026, its #207 holding.
SimplyRich first reported a position in Public Storage in Q4 2017 and has held it in 27 quarters since.
SimplyRich's Public Storage position peaked at $607K in Q4 2017.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.