TWD
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True Wealth Design’s Public Storage PSA Stock Holding History

True Wealth Design’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 		$11.1K Sell
41
-55
-57% -$15.8K ﹤0.01% 941
2025
Q4 		$24.9K Sell
96
-267
-74% -$74.7K 0.01% 529
2025
Q3 		$105K Buy
363
+163
+82% +$46.8K 0.03% 155
2025
Q2 		$58.7K Buy
200
+181
+953% +$53.6K 0.02% 184
2025
Q1 		$5.72K Buy
19
+17
+850% +$5.08K ﹤0.01% 645
2024
Q4 		$629 Buy
+2
New +$664 ﹤0.01% 1052

Other funds holding PSA

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return