Back to PSA-PS
Creative Planning PSA-PS Position History
Public Storage • Financial Services
Quarters held
8
Latest value
$14.1M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34K |
| Q3 2025 | $7.8M |
| Q4 2025 | $6.2M |
| Q1 2026 | $7.1M |
| Q2 2026 | $62K |
| Q2 2026 | $9.6M |
| Q3 2026 | $156K |
| Q3 2026 | $14.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.1M | 49.7K | — | — |
| Q3 2026 | $156K | 551 | — | — |
| Q2 2026 | $9.6M | 30.3K | — | — |
| Q2 2026 | $62K | 196 | — | — |
| Q1 2026 | $7.1M | 26.1K | — | — |
| Q4 2025 | $6.2M | 23.9K | — | — |
| Q3 2025 | $7.8M | 27.1K | — | — |
| Q3 2025 | $34K | 117 | — | — |
Other funds holding PSA-PS
$6.2B
$6.1B
$5.9B
$3.8B
$3.5B
$3.2B
$3.2B