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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
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 $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

Walled Lake Planning & Wealth Management's PSA Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its Public Storage (PSA) stake by 2.5% in Q1 2026, buying an estimated $72.5K and bringing the position to 10,343 shares worth $2.8M. The position accounts for 0.82% of the portfolio, ranked #31.

Walled Lake Planning & Wealth Management first reported a position in PSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.07M in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 10,343 shares of Public Storage worth $2.8M as of Q1 2026.
  • Walled Lake Planning & Wealth Management bought 253 Public Storage shares in Q1 2026, an estimated $72.5K.
  • Public Storage made up 0.82% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Public Storage in Q1 2025 and has held it in 5 quarters since.
  • Walled Lake Planning & Wealth Management's Public Storage position peaked at $3.07M in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.