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Stephens Inc’s Public Storage PSA Stock Holding History

Stephens 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 		$7.91M Buy
29,094
+2,486
+9% +$713K 0.1% 204
2025
Q4 		$6.93M Sell
26,608
-2,997
-10% -$839K 0.09% 229
2025
Q3 		$8.55M Buy
29,605
+519
+2% +$149K 0.11% 196
2025
Q2 		$8.94M Sell
29,086
-1,890
-6% -$560K 0.12% 172
2025
Q1 		$9.27M Sell
30,976
-6,849
-18% -$2.05M 0.14% 163
2024
Q4 		$11.3M Buy
37,825
+900
+2% +$299K 0.16% 140
2024
Q3 		$13.4M Buy
36,925
+1,146
+3% +$372K 0.19% 129
2024
Q2 		$10.3M Buy
35,779
+5,759
+19% +$1.59M 0.16% 151
2024
Q1 		$8.71M Buy
30,020
+8,275
+38% +$2.37M 0.14% 182
2023
Q4 		$6.63M Buy
21,745
+17,809
+452% +$4.73M 0.11% 201
2023
Q3 		$1.04M Sell
3,936
-34
-0.9% -$9.53K 0.02% 508
2023
Q2 		$1.16M Sell
3,970
-11,141
-74% -$3.25M 0.02% 513
2023
Q1 		$4.57M Buy
15,111
+2,472
+20% +$727K 0.09% 239
2022
Q4 		$3.54M Buy
12,639
+5,717
+83% +$1.67M 0.07% 269
2022
Q3 		$2.03M Buy
6,922
+4,498
+186% +$1.46M 0.04% 361
2022
Q2 		$758K Sell
2,424
-58
-2% -$20.1K 0.02% 595
2022
Q1 		$969K Hold
2,482
– – 0.02% 603
2021
Q4 		$930K Buy
2,482
+793
+47% +$265K 0.01% 654
2021
Q3 		$502K Sell
1,689
-365
-18% -$115K 0.01% 868
2021
Q2 		$618K Buy
2,054
+601
+41% +$169K 0.01% 812
2021
Q1 		$359K Buy
1,453
+1
+0.1% +$233 0.01% 940
2020
Q4 		$335K Buy
1,452
+74
+5% +$17K 0.01% 892
2020
Q3 		$307K Sell
1,378
-217
-14% -$44.3K 0.01% 864
2020
Q2 		$306K Sell
1,595
-544
-25% -$105K 0.01% 833
2020
Q1 		$425K Buy
2,139
+308
+17% +$66K 0.01% 692
2019
Q4 		$390K Sell
1,831
-522
-22% -$116K 0.01% 795
2019
Q3 		$577K Sell
2,353
-123
-5% -$30.9K 0.01% 711
2019
Q2 		$590K Sell
2,476
-730
-23% -$167K 0.01% 719
2019
Q1 		$698K Sell
3,206
-813
-20% -$170K 0.02% 660
2018
Q4 		$814K Sell
4,019
-16,315
-80% -$3.33M 0.02% 570
2018
Q3 		$4.1M Sell
20,334
-1,102
-5% -$238K 0.1% 241
2018
Q2 		$4.86M Sell
21,436
-6,217
-22% -$1.29M 0.15% 175
2018
Q1 		$5.54M Buy
27,653
+2,820
+11% +$549K 0.21% 122
2017
Q4 		$5.19M Buy
24,833
+1,977
+9% +$418K 0.19% 134
2017
Q3 		$4.89M Buy
22,856
+7,402
+48% +$1.53M 0.18% 123
2017
Q2 		$3.22M Buy
15,454
+13,782
+824% +$2.96M 0.11% 204
2017
Q1 		$366K Buy
1,672
+3
+0.2% +$664 0.01% 610
2016
Q4 		$373K Buy
+1,669
New +$355K 0.02% 557
2015
Q3 		– Sell
-14,301
Closed -$2.64M – 792
2015
Q2 		$2.64M Buy
14,301
+395
+3% +$75.8K 0.12% 201
2015
Q1 		$2.74M Sell
13,906
-18,277
-57% -$3.62M 0.12% 194
2014
Q4 		$5.95M Buy
32,183
+3,158
+11% +$572K 0.28% 71
2014
Q3 		$4.81M Buy
29,025
+7,900
+37% +$1.36M 0.24% 91
2014
Q2 		$3.62M Buy
21,125
+1,438
+7% +$247K 0.18% 138
2014
Q1 		$3.32M Buy
19,687
+2,272
+13% +$368K 0.18% 147
2013
Q4 		$2.62M Sell
17,415
-370
-2% -$59.1K 0.13% 173
2013
Q3 		$2.85M Sell
17,785
-243
-1% -$38.5K 0.15% 136
2013
Q2 		$2.76M Buy
+18,028
New +$2.84M 0.15% 124

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

Stephens Inc's PSA Position: Q1 2026 in Review

Stephens Inc increased its Public Storage (PSA) stake by 9.3% in Q1 2026, buying an estimated $713K and bringing the position to 29,094 shares worth $7.91M. The position accounts for 0.1% of the portfolio, ranked #204.

Stephens Inc first reported a position in PSA in Q2 2013 and has held it in 47 quarters since. The position peaked at $13.4M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Stephens Inc held 29,094 shares of Public Storage worth $7.91M as of Q1 2026.
  • Stephens Inc bought 2,486 Public Storage shares in Q1 2026, an estimated $713K.
  • Public Storage made up 0.1% of Stephens Inc's portfolio in Q1 2026, its #204 holding.
  • Stephens Inc first reported a position in Public Storage in Q2 2013 and has held it in 47 quarters since.
  • Stephens Inc's Public Storage position peaked at $13.4M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.