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Avalon Trust’s Public Storage PSA Stock Holding History

Avalon Trust’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 		$53.9K Hold
199
– – ﹤0.01% 275
2025
Q4 		$51.6K Sell
199
-2
-1% -$560 ﹤0.01% 278
2025
Q3 		$58.1K Buy
+201
New +$57.7K ﹤0.01% 297
2025
Q2 		– Sell
-370
Closed -$111K – 446
2025
Q1 		$111K Buy
+370
New +$111K 0.01% 174

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

Avalon Trust's PSA Position: Q1 2026 in Review

Avalon Trust held its Public Storage (PSA) position steady in Q1 2026 at 199 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Avalon Trust first reported a position in PSA in Q1 2025 and has held it in 4 quarters since. The position peaked at $111K in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Avalon Trust held 199 shares of Public Storage worth $53.9K as of Q1 2026.
  • Avalon Trust left its Public Storage share count unchanged in Q1 2026.
  • Public Storage made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #275 holding.
  • Avalon Trust first reported a position in Public Storage in Q1 2025 and has held it in 4 quarters since.
  • Avalon Trust's Public Storage position peaked at $111K in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.