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Walled Lake Planning & Wealth Management’s Public Storage PSA Stock Holding History

Walled Lake Planning & Wealth Management’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
Q2 		$3.36M Buy
10,547
+204
+2% +$62.4K 0.85% 26
2026
Q1 		$2.8M Buy
10,343
+253
+3% +$72.5K 0.82% 31
2025
Q4 		$2.62M Buy
10,090
+99
+1% +$27.7K 0.83% 30
2025
Q3 		$2.89M Sell
9,991
-413
-4% -$119K 0.95% 30
2025
Q2 		$3.05M Buy
10,404
+146
+1% +$43.2K 1% 28
2025
Q1 		$3.07M Buy
+10,258
New +$3.07M 1.09% 31

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PSA Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Public Storage (PSA) stake by 2% in Q2 2026, buying an estimated $62.4K and bringing the position to 10,547 shares worth $3.36M. The position accounts for 0.85% of the portfolio, ranked #26.

Walled Lake Planning & Wealth Management first reported a position in PSA in Q1 2025 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 10,547 shares of Public Storage worth $3.36M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 204 Public Storage shares in Q2 2026, an estimated $62.4K.
  • Public Storage made up 0.85% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Public Storage in Q1 2025 and has held it in 6 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.