WR Wealth Planners’s Public Storage PSA Stock Holding History

WR Wealth Planners’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
2024 Q4	$5.69K	Buy	19 +4	+27%	+$1.33K	﹤0.01%	674
2024 Q3	$5.46K	Hold	15	–	–	﹤0.01%	727
2024 Q2	$4.32K	Buy	15 +2	+15%	+$552	﹤0.01%	746
2024 Q1	$3.77K	Buy	+13	New	+$3.73K	﹤0.01%	776
2023 Q4	–	Sell	-14	Closed	-$3.69K	–	680
2023 Q3	$3.69K	Hold	14	–	–	﹤0.01%	714
2023 Q2	$4.09K	Buy	14 +12	+600%	+$3.5K	﹤0.01%	705
2023 Q1	$604	Buy	+2	New	+$588	﹤0.01%	853
2022 Q3	–	Sell	-66	Closed	-$20.6K	–	549
2022 Q2	$20.6K	Hold	66	–	–	0.01%	222
2022 Q1	$25.8K	Buy	+66	New	+$24K	0.02%	206

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's PSA Position: Q4 2024 in Review

WR Wealth Planners increased its Public Storage (PSA) stake by 27% in Q4 2024, buying an estimated $1.33K and bringing the position to 19 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

WR Wealth Planners first reported a position in PSA in Q1 2022 and has held it in 9 quarters since. The position peaked at $25.8K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

WR Wealth Planners held 19 shares of Public Storage worth $5.69K as of Q4 2024.
WR Wealth Planners bought 4 Public Storage shares in Q4 2024, an estimated $1.33K.
Public Storage made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #674 holding.
WR Wealth Planners first reported a position in Public Storage in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's Public Storage position peaked at $25.8K in Q1 2022.
1,129 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.