Trajan Wealth’s Public Storage PSA Stock Holding History

Trajan 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	$5.27M	Buy	19,446 +1,711	+10%	+$491K	0.21%	87
2025 Q4	$4.6M	Buy	17,735 +589	+3%	+$165K	0.19%	86
2025 Q3	$4.95M	Buy	17,146 +140	+0.8%	+$40.2K	0.21%	83
2025 Q2	$4.99M	Buy	17,006 +109	+0.6%	+$32.3K	0.24%	75
2025 Q1	$5.06M	Buy	16,897 +825	+5%	+$247K	0.28%	73
2024 Q4	$4.81M	Buy	16,072 +427	+3%	+$142K	0.27%	72
2024 Q3	$5.69M	Sell	15,645 -67	-0.4%	-$21.8K	0.34%	63
2024 Q2	$4.52M	Buy	15,712 +286	+2%	+$78.9K	0.29%	69
2024 Q1	$4.47M	Buy	+15,426	New	+$4.42M	0.3%	75

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

Trajan Wealth's PSA Position: Q1 2026 in Review

Trajan Wealth increased its Public Storage (PSA) stake by 9.6% in Q1 2026, buying an estimated $491K and bringing the position to 19,446 shares worth $5.27M. The position accounts for 0.21% of the portfolio, ranked #87.

Trajan Wealth first reported a position in PSA in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.69M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Trajan Wealth held 19,446 shares of Public Storage worth $5.27M as of Q1 2026.
Trajan Wealth bought 1,711 Public Storage shares in Q1 2026, an estimated $491K.
Public Storage made up 0.21% of Trajan Wealth's portfolio in Q1 2026, its #87 holding.
Trajan Wealth first reported a position in Public Storage in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's Public Storage position peaked at $5.69M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.