Stiles Financial Services’s Public Storage PSA Stock Holding History

Stiles Financial Services’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	$3.29M	Buy	12,129 +347	+3%	+$99.5K	1%	30
2025 Q4	$3.06M	Buy	11,782 +304	+3%	+$85.1K	0.94%	30
2025 Q3	$3.32M	Buy	11,478 +1,142	+11%	+$328K	1.05%	23
2025 Q2	$3.03M	Buy	10,336 +241	+2%	+$71.3K	1.05%	26
2025 Q1	$3.02M	Buy	10,095 +346	+4%	+$103K	1.16%	22
2024 Q4	$2.92M	Buy	9,749 +531	+6%	+$176K	1.06%	28
2024 Q3	$3.35M	Buy	9,218 +349	+4%	+$113K	1.18%	21
2024 Q2	$2.55M	Buy	8,869 +685	+8%	+$189K	0.98%	31
2024 Q1	$2.37M	Buy	8,184 +687	+9%	+$197K	0.95%	33
2023 Q4	$2.29M	Buy	7,497 +2,336	+45%	+$620K	1.04%	28
2023 Q3	$1.36M	Buy	5,161 +932	+22%	+$261K	0.71%	48
2023 Q2	$1.23M	Buy	4,229 +715	+20%	+$208K	0.61%	56
2023 Q1	$1.06M	Buy	3,514 +5	+0.1%	+$1.47K	0.57%	58
2022 Q4	$983K	Buy	3,509 +18	+0.5%	+$5.25K	0.56%	55
2022 Q3	$1.02M	Buy	3,491 +111	+3%	+$36.1K	0.62%	50
2022 Q2	$1.06M	Buy	3,380 +15	+0.4%	+$5.19K	0.64%	53
2022 Q1	$1.31M	Buy	3,365 +11	+0.3%	+$3.99K	0.66%	44
2021 Q4	$1.26M	Buy	+3,354	New	+$1.12M	0.61%	49

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

Stiles Financial Services's PSA Position: Q1 2026 in Review

Stiles Financial Services increased its Public Storage (PSA) stake by 2.9% in Q1 2026, buying an estimated $99.5K and bringing the position to 12,129 shares worth $3.29M. The position accounts for 1% of the portfolio, ranked #30.

Stiles Financial Services first reported a position in PSA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.35M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Stiles Financial Services held 12,129 shares of Public Storage worth $3.29M as of Q1 2026.
Stiles Financial Services bought 347 Public Storage shares in Q1 2026, an estimated $99.5K.
Public Storage made up 1% of Stiles Financial Services's portfolio in Q1 2026, its #30 holding.
Stiles Financial Services first reported a position in Public Storage in Q4 2021 and has held it in 18 quarters since.
Stiles Financial Services's Public Storage position peaked at $3.35M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.