Willow Creek Wealth Management’s Public Storage PSA Stock Holding History

Willow Creek 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
2025 Q3	$228K	Hold	789	–	–	0.02%	165
2025 Q2	$232K	Hold	789	–	–	0.02%	154
2025 Q1	$236K	Hold	789	–	–	0.02%	142
2024 Q4	$236K	Hold	789	–	–	0.02%	141
2024 Q3	$287K	Hold	789	–	–	0.03%	133
2024 Q2	$227K	Hold	789	–	–	0.03%	143
2024 Q1	$229K	Hold	789	–	–	0.03%	140
2023 Q4	$241K	Hold	789	–	–	0.03%	127
2023 Q3	$208K	Sell	789 -1,309	-62%	-$367K	0.03%	129
2023 Q2	$612K	Buy	2,098 +1,309	+166%	+$381K	0.09%	78
2023 Q1	$238K	Hold	789	–	–	0.04%	117
2022 Q4	$221K	Sell	789 -1,328	-63%	-$387K	0.04%	123
2022 Q3	$620K	Buy	2,117 +19	+0.9%	+$6.18K	0.12%	62
2022 Q2	$656K	Buy	2,098 +1,309	+166%	+$453K	0.12%	62
2022 Q1	$308K	Hold	789	–	–	0.06%	91
2021 Q4	$296K	Hold	789	–	–	0.06%	100
2021 Q3	$234K	Hold	789	–	–	0.05%	103
2021 Q2	$237K	Buy	+789	New	+$221K	0.06%	101
2018 Q2	–	Sell	-1,023	Closed	-$205K	–	73
2018 Q1	$205K	Buy	+1,023	New	+$199K	0.11%	66

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Willow Creek Wealth Management's PSA Position: Q3 2025 in Review

Willow Creek Wealth Management held its Public Storage (PSA) position steady in Q3 2025 at 789 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #165.

Willow Creek Wealth Management first reported a position in PSA in Q1 2018 and has held it in 19 quarters since. The position peaked at $656K in Q2 2022. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Willow Creek Wealth Management held 789 shares of Public Storage worth $228K as of Q3 2025.
Willow Creek Wealth Management left its Public Storage share count unchanged in Q3 2025.
Public Storage made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #165 holding.
Willow Creek Wealth Management first reported a position in Public Storage in Q1 2018 and has held it in 19 quarters since.
Willow Creek Wealth Management's Public Storage position peaked at $656K in Q2 2022.
1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.