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Adell Harriman & Carpenter’s Public Storage PSA Stock Holding History

Adell Harriman & Carpenter’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 		$387K Hold
1,429
– – 0.02% 132
2025
Q4 		$371K Buy
1,429
+200
+16% +$56K 0.02% 137
2025
Q3 		$355K Hold
1,229
– – 0.02% 143
2025
Q2 		$361K Hold
1,229
– – 0.02% 141
2025
Q1 		$368K Hold
1,229
– – 0.03% 141
2024
Q4 		$368K Hold
1,229
– – 0.03% 136
2024
Q3 		$447K Hold
1,229
– – 0.03% 131
2024
Q2 		$354K Hold
1,229
– – 0.03% 138
2024
Q1 		$356K Hold
1,229
– – 0.03% 136
2023
Q4 		$375K Buy
1,229
+300
+32% +$79.6K 0.03% 132
2023
Q3 		$245K Hold
929
– – 0.03% 155
2023
Q2 		$272K Hold
929
– – 0.03% 151
2023
Q1 		$281K Hold
929
– – 0.03% 153
2022
Q4 		$260K Sell
929
-50
-5% -$14.6K 0.03% 154
2022
Q3 		$287K Sell
979
-50
-5% -$16.3K 0.03% 152
2022
Q2 		$322K Sell
1,029
-13
-1% -$4.5K 0.04% 121
2022
Q1 		$407K Sell
1,042
-303
-23% -$110K 0.04% 141
2021
Q4 		$504K Buy
1,345
+10
+0.7% +$3.34K 0.05% 133
2021
Q3 		$397K Sell
1,335
-64
-5% -$20.1K 0.04% 140
2021
Q2 		$421K Hold
1,399
– – 0.04% 131
2021
Q1 		$345K Sell
1,399
-50
-3% -$11.6K 0.04% 138
2020
Q4 		$335K Sell
1,449
-15
-1% -$3.44K 0.04% 130
2020
Q3 		$326K Sell
1,464
-175
-11% -$35.8K 0.05% 129
2020
Q2 		$315K Hold
1,639
– – 0.05% 110
2020
Q1 		$326K Sell
1,639
-25
-2% -$5.36K 0.07% 107
2019
Q4 		$354K Sell
1,664
-50
-3% -$11.1K 0.06% 118
2019
Q3 		$420K Sell
1,714
-25
-1% -$6.28K 0.08% 110
2019
Q2 		$414K Hold
1,739
– – 0.08% 107
2019
Q1 		$379K Sell
1,739
-87
-5% -$18.2K 0.07% 116
2018
Q4 		$370K Sell
1,826
-83
-4% -$16.9K 0.08% 123
2018
Q3 		$385K Sell
1,909
-50
-3% -$10.8K 0.07% 121
2018
Q2 		$444K Sell
1,959
-25
-1% -$5.21K 0.09% 120
2018
Q1 		$398K Hold
1,984
– – 0.08% 122
2017
Q4 		$415K Sell
1,984
-200
-9% -$42.3K 0.09% 111
2017
Q3 		$467K Sell
2,184
-625
-22% -$129K 0.1% 104
2017
Q2 		$586K Sell
2,809
-300
-10% -$64.5K 0.13% 100
2017
Q1 		$681K Sell
3,109
-250
-7% -$55.4K 0.16% 92
2016
Q4 		$751K Sell
3,359
-100
-3% -$21.3K 0.19% 86
2016
Q3 		$772K Hold
3,459
– – 0.2% 83
2016
Q2 		$884K Sell
3,459
-19
-0.5% -$4.88K 0.23% 79
2016
Q1 		$959K Sell
3,478
-550
-14% -$139K 0.26% 77
2015
Q4 		$998K Sell
4,028
-100
-2% -$23.4K 0.27% 76
2015
Q3 		$874K Sell
4,128
-100
-2% -$20.4K 0.26% 80
2015
Q2 		$780K Hold
4,228
– – 0.2% 95
2015
Q1 		$834K Sell
4,228
-22
-0.5% -$4.36K 0.22% 90
2014
Q4 		$786K Sell
4,250
-25
-0.6% -$4.53K 0.21% 87
2014
Q3 		$733K Hold
4,275
– – 0.2% 90
2014
Q2 		$733K Sell
4,275
-50
-1% -$8.57K 0.2% 90
2014
Q1 		$729K Hold
4,325
– – 0.22% 89
2013
Q4 		$651K Sell
4,325
-25
-0.6% -$4K 0.2% 85
2013
Q3 		$698K Sell
4,350
-50
-1% -$7.92K 0.2% 82
2013
Q2 		$675K Buy
+4,400
New +$693K 0.24% 79

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adell Harriman & Carpenter's PSA Position: Q1 2026 in Review

Adell Harriman & Carpenter held its Public Storage (PSA) position steady in Q1 2026 at 1,429 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #132.

Adell Harriman & Carpenter first reported a position in PSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $998K in Q4 2015. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Adell Harriman & Carpenter held 1,429 shares of Public Storage worth $387K as of Q1 2026.
  • Adell Harriman & Carpenter left its Public Storage share count unchanged in Q1 2026.
  • Public Storage made up 0.02% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #132 holding.
  • Adell Harriman & Carpenter first reported a position in Public Storage in Q2 2013 and has held it in 52 quarters since.
  • Adell Harriman & Carpenter's Public Storage position peaked at $998K in Q4 2015.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.