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Ascent Group’s Public Storage PSA Stock Holding History

Ascent Group’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 		– Sell
-1,142
Closed -$296K – 787
2025
Q4 		$296K Sell
1,142
-358
-24% -$100K 0.01% 616
2025
Q3 		$433K Sell
1,500
-290
-16% -$83.2K 0.02% 527
2025
Q2 		$525K Sell
1,790
-188
-10% -$55.7K 0.02% 464
2025
Q1 		$592K Buy
1,978
+1,108
+127% +$331K 0.03% 428
2024
Q4 		$261K Buy
870
+231
+36% +$76.7K 0.02% 473
2024
Q3 		$233K Buy
+639
New +$207K 0.02% 490
2024
Q1 		– Sell
-1,004
Closed -$282K – 515
2023
Q4 		$282K Sell
1,004
-61
-6% -$16.2K 0.03% 432
2023
Q3 		$263K Sell
1,065
-3,780
-78% -$1.06M 0.03% 405
2023
Q2 		$1.37M Buy
4,845
+1,400
+41% +$408K 0.15% 193
2023
Q1 		$1.04M Buy
3,445
+1,346
+64% +$396K 0.11% 228
2022
Q4 		$588K Buy
2,099
+242
+13% +$70.6K 0.07% 284
2022
Q3 		$575K Buy
1,857
+203
+12% +$66K 0.07% 271
2022
Q2 		$540K Buy
1,654
+368
+29% +$127K 0.06% 289
2022
Q1 		$502K Buy
1,286
+458
+55% +$166K 0.06% 299
2021
Q4 		$293K Buy
+828
New +$277K 0.04% 377

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

Ascent Group's PSA Position: Q1 2026 in Review

Ascent Group sold out of Public Storage (PSA) in Q1 2026, closing a stake of 1,142 shares — an estimated $296K sold.

Ascent Group first reported a position in PSA in Q4 2021 and held it in 15 quarters. The position peaked at $1.37M in Q2 2023. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Ascent Group reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Ascent Group sold 1,142 Public Storage shares in Q1 2026, an estimated $296K.
  • Ascent Group first reported a position in Public Storage in Q4 2021 and held it in 15 quarters.
  • Ascent Group's Public Storage position peaked at $1.37M in Q2 2023.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.