WBH Advisory’s Public Storage PSA Stock Holding History

WBH Advisory’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	$1.18M	Hold	4,256	–	–	0.09%	154
2025 Q4	$1.1M	Sell	4,256 -53	-1%	-$14.8K	0.08%	163
2025 Q3	$1.24M	Sell	4,309 -5	-0.1%	-$1.44K	0.1%	147
2025 Q2	$1.27M	Sell	4,314 -163	-4%	-$48.3K	0.11%	139
2025 Q1	$1.34M	Buy	4,477 +204	+5%	+$61K	0.13%	125
2024 Q4	$1.28M	Sell	4,273 -1	-0%	-$332	0.12%	128
2024 Q3	$1.56M	Hold	4,274	–	–	0.15%	113
2024 Q2	$1.23M	Sell	4,274 -1	-0%	-$276	0.12%	127
2024 Q1	$1.24M	Sell	4,275 -19	-0.4%	-$5.45K	0.13%	133
2023 Q4	$1.31M	Hold	4,294	–	–	0.15%	126
2023 Q3	$1.13M	Hold	4,294	–	–	0.14%	133
2023 Q2	$1.25M	Buy	4,294 +11	+0.3%	+$3.21K	0.15%	130
2023 Q1	$1.29M	Buy	+4,283	New	+$1.26M	0.16%	127
2022 Q3	$1.25M	Buy	4,283 +500	+13%	+$163K	0.18%	120
2022 Q2	$1.19M	Hold	3,783	–	–	0.16%	127
2022 Q1	$1.51M	Sell	3,783 -12	-0.3%	-$4.36K	0.19%	115
2021 Q4	$1.42M	Hold	3,795	–	–	0.16%	123
2021 Q3	$1.13M	Hold	3,795	–	–	0.15%	126
2021 Q2	$1.19M	Hold	3,795	–	–	0.17%	109
2021 Q1	$936K	Hold	3,795	–	–	0.15%	119
2020 Q4	$854K	Hold	3,795	–	–	0.15%	123
2020 Q3	$845K	Sell	3,795 -85	-2%	-$17.4K	0.17%	114
2020 Q2	$744K	Sell	3,880 -35	-0.9%	-$6.75K	0.18%	112
2020 Q1	$777	Buy	3,915 +130	+3%	+$27.8K	0.18%	101
2019 Q4	$806K	Buy	3,785 +35	+0.9%	+$7.77K	0.16%	122
2019 Q3	$919K	Sell	3,750 -200	-5%	-$50.2K	0.21%	110
2019 Q2	$940K	Buy	3,950 +1,500	+61%	+$344K	0.22%	101
2019 Q1	$533K	Buy	2,450 +100	+4%	+$20.9K	0.13%	145
2018 Q4	$475	Buy	2,350 +1,350	+135%	+$276K	0.12%	145
2018 Q3	$201K	Sell	1,000 -43	-4%	-$9.28K	0.05%	238
2018 Q2	$236K	Hold	1,043	–	–	0.06%	212
2018 Q1	$209K	Hold	1,043	–	–	0.06%	218
2017 Q4	$217K	Hold	1,043	–	–	0.06%	215
2017 Q3	$223K	Hold	1,043	–	–	0.06%	209
2017 Q2	$217K	Hold	1,043	–	–	0.06%	214
2017 Q1	$228K	Sell	1,043 -48	-4%	-$10.6K	0.07%	215
2016 Q4	$243K	Buy	1,091 +43	+4%	+$9.15K	0.08%	202
2016 Q3	$233K	Buy	1,048 +48	+5%	+$11.2K	0.08%	197
2016 Q2	$255K	Hold	1,000	–	–	0.1%	168
2016 Q1	$275K	Hold	1,000	–	–	0.09%	161
2015 Q4	$247	Hold	1,000	–	–	0.09%	168
2015 Q3	$211K	Buy	+1,000	New	+$204K	0.09%	181

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

WBH Advisory's PSA Position: Q1 2026 in Review

WBH Advisory held its Public Storage (PSA) position steady in Q1 2026 at 4,256 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #154.

WBH Advisory first reported a position in PSA in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.56M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

WBH Advisory held 4,256 shares of Public Storage worth $1.18M as of Q1 2026.
WBH Advisory left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #154 holding.
WBH Advisory first reported a position in Public Storage in Q3 2015 and has held it in 42 quarters since.
WBH Advisory's Public Storage position peaked at $1.56M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.