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Annis Gardner Whiting Capital Advisors’s Public Storage PSA Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q2 		– Sell
-45
Closed -$12.2K – 1018
2026
Q1 		$12.2K Sell
45
-14
-24% -$4.01K ﹤0.01% 836
2025
Q4 		$15.3K Sell
59
-31
-34% -$8.67K ﹤0.01% 700
2025
Q3 		$26K Sell
90
-88
-49% -$25.3K 0.01% 571
2025
Q2 		$52.2K Buy
178
+14
+9% +$4.14K 0.02% 410
2025
Q1 		$49.1K Buy
164
+25
+18% +$7.48K 0.02% 351
2024
Q4 		$41.6K Buy
139
+27
+24% +$8.96K 0.01% 366
2024
Q3 		$40.8K Sell
112
-4
-3% -$1.3K 0.01% 388
2024
Q2 		$33.4K Buy
116
+45
+63% +$12.4K 0.01% 473
2024
Q1 		$20.6K Buy
71
+12
+20% +$3.44K 0.01% 545
2023
Q4 		$18K Buy
59
+7
+13% +$1.86K 0.01% 415
2023
Q3 		$13.7K Buy
+52
New +$14.6K 0.01% 436

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PSA Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 45 shares — an estimated $12.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PSA in Q3 2023 and held it in 11 quarters. The position peaked at $52.2K in Q2 2025. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 45 Public Storage shares in Q2 2026, an estimated $12.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Public Storage in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Public Storage position peaked at $52.2K in Q2 2025.
  • 1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.