Ballast Advisors’s Public Storage PSA Stock Holding History

Ballast 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	-17	Closed	-$4.61K	–	342
2026 Q1	$4.61K	Buy	+17	New	+$4.88K	﹤0.01%	339

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ballast Advisors's PSA Position: Q2 2026 in Review

Ballast Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 17 shares — an estimated $4.61K sold.

Ballast Advisors first reported a position in PSA in Q1 2026 and held it in 1 quarter. The position peaked at $4.61K in Q1 2026. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Ballast Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 17 Public Storage shares in Q2 2026, an estimated $4.61K.
Ballast Advisors first reported a position in Public Storage in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Public Storage position peaked at $4.61K in Q1 2026.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.