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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
Q2 		$63.3K Hold
199
– – ﹤0.01% 257
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 $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

Avalon Trust's PSA Position: Q2 2026 in Review

Avalon Trust held its Public Storage (PSA) position steady in Q2 2026 at 199 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Avalon Trust first reported a position in PSA in Q1 2025 and has held it in 5 quarters since. The position peaked at $111K in Q1 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Avalon Trust held 199 shares of Public Storage worth $63.3K as of Q2 2026.
  • Avalon Trust left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #257 holding.
  • Avalon Trust first reported a position in Public Storage in Q1 2025 and has held it in 5 quarters since.
  • Avalon Trust's Public Storage position peaked at $111K in Q1 2025.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.