WealthPLAN Partners’s Public Storage PSA Stock Holding History

WealthPLAN Partners’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	$600K	Hold	1,886	–	–	0.11%	145
2026 Q1	$511K	Buy	1,886 +32	+2%	+$9.18K	0.1%	159
2025 Q4	$481K	Buy	1,854 +3	+0.2%	+$839	0.07%	189
2025 Q3	$535K	Buy	1,851 +7	+0.4%	+$2.01K	0.08%	168
2025 Q2	$541K	Hold	1,844	–	–	0.09%	164
2025 Q1	$552K	Sell	1,844 -4	-0.2%	-$1.2K	0.08%	161
2024 Q4	$553K	Hold	1,848	–	–	0.08%	163
2024 Q3	$672K	Hold	1,848	–	–	0.09%	150
2024 Q2	$532K	Sell	1,848 -5	-0.3%	-$1.38K	0.06%	199
2024 Q1	$537K	Buy	1,853 +5	+0.3%	+$1.43K	0.06%	197
2023 Q4	$564K	Buy	1,848 +48	+3%	+$12.7K	0.06%	207
2023 Q3	$474K	Hold	1,800	–	–	0.06%	207
2023 Q2	$525K	Hold	1,800	–	–	0.07%	183
2023 Q1	$544K	Hold	1,800	–	–	0.06%	183
2022 Q4	$542K	Buy	+1,800	New	+$525K	0.04%	244
2022 Q1	$669K	Hold	1,800	–	–	0.05%	216
2021 Q4	$645K	Hold	1,800	–	–	0.04%	226
2021 Q3	$612K	Hold	1,800	–	–	0.04%	225
2021 Q2	$562K	Hold	1,800	–	–	0.04%	221
2021 Q1	$503K	Hold	1,800	–	–	0.04%	229
2020 Q4	$416K	Hold	1,800	–	–	0.04%	237
2020 Q3	$417K	Buy	+1,800	New	+$368K	0.04%	215
2016 Q3	$5.47K	Sell	26 -26	-50%	-$6.07K	﹤0.01%	701
2016 Q2	$6.53K	Buy	+52	New	+$13.3K	﹤0.01%	1887

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's PSA Position: Q2 2026 in Review

WealthPLAN Partners held its Public Storage (PSA) position steady in Q2 2026 at 1,886 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #145.

WealthPLAN Partners first reported a position in PSA in Q2 2016 and has held it in 24 quarters since. The position peaked at $672K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

WealthPLAN Partners held 1,886 shares of Public Storage worth $600K as of Q2 2026.
WealthPLAN Partners left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.11% of WealthPLAN Partners's portfolio in Q2 2026, its #145 holding.
WealthPLAN Partners first reported a position in Public Storage in Q2 2016 and has held it in 24 quarters since.
WealthPLAN Partners's Public Storage position peaked at $672K in Q3 2024.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.