Alta Advisers’s Public Storage PSA Stock Holding History

Alta Advisers’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 Q4	–	Sell	-815	Closed	-$235K	–	235
2025 Q3	$235K	Hold	815	–	–	0.07%	226
2025 Q2	$239K	Hold	815	–	–	0.09%	206
2025 Q1	$244K	Buy	+815	New	+$244K	0.1%	190
2024 Q4	–	Sell	-400	Closed	-$146K	–	346
2024 Q3	$146K	Hold	400	–	–	0.07%	209
2024 Q2	$115K	Hold	400	–	–	0.06%	228
2024 Q1	$116K	Hold	400	–	–	0.06%	244
2023 Q4	$122K	Hold	400	–	–	0.07%	205
2023 Q3	$105K	Hold	400	–	–	0.06%	221
2023 Q2	$117K	Hold	400	–	–	0.07%	197
2023 Q1	$121K	Hold	400	–	–	0.07%	182
2022 Q4	$112K	Hold	400	–	–	0.07%	199
2022 Q3	$117K	Buy	+400	New	+$130K	0.07%	163

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Alta Advisers's PSA Position: Q4 2025 in Review

Alta Advisers sold out of Public Storage (PSA) in Q4 2025, closing a stake of 815 shares — an estimated $235K sold.

Alta Advisers first reported a position in PSA in Q3 2022 and held it in 12 quarters. The position peaked at $244K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Alta Advisers reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Alta Advisers sold 815 Public Storage shares in Q4 2025, an estimated $235K.
Alta Advisers first reported a position in Public Storage in Q3 2022 and held it in 12 quarters.
Alta Advisers's Public Storage position peaked at $244K in Q1 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.