Bell Bank’s Public Storage PSA Stock Holding History

Bell Bank’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
2025 Q4	–	Sell	-7,406	Closed	-$2.14M	–	203
2025 Q3	$2.14M	Hold	7,406	–	–	0.09%	73
2025 Q2	$2.17M	Hold	7,406	–	–	0.1%	67
2025 Q1	$2.22M	Hold	7,406	–	–	0.12%	66
2024 Q4	$2.22M	Sell	7,406 -2	-0%	-$664	0.17%	62
2024 Q3	$2.7M	Hold	7,408	–	–	0.32%	55
2024 Q2	$2.13M	Hold	7,408	–	–	0.18%	56
2024 Q1	$2.15M	Hold	7,408	–	–	0.18%	58
2023 Q4	$2.26M	Hold	7,408	–	–	0.22%	55
2023 Q3	$1.95M	Hold	7,408	–	–	0.21%	62
2023 Q2	$2.16M	Hold	7,408	–	–	0.23%	57
2023 Q1	$2.24M	Hold	7,408	–	–	0.24%	53
2022 Q4	$2.08M	Hold	7,408	–	–	0.24%	57
2022 Q3	$2.17M	Buy	7,408 +8	+0.1%	+$2.6K	0.28%	53
2022 Q2	$2.31M	Hold	7,400	–	–	0.28%	53
2022 Q1	$2.89M	Hold	7,400	–	–	0.32%	50
2021 Q4	$2.77M	Hold	7,400	–	–	0.32%	51
2021 Q3	$2.2M	Hold	7,400	–	–	0.27%	56
2021 Q2	$2.23M	Hold	7,400	–	–	0.29%	49
2021 Q1	$1.83M	Hold	7,400	–	–	0.26%	52
2020 Q4	$1.71M	Hold	7,400	–	–	0.26%	52
2020 Q3	$1.65M	Hold	7,400	–	–	0.29%	52
2020 Q2	$1.42M	Sell	7,400 -9,737	-57%	-$1.88M	0.26%	53
2020 Q1	$3.4M	Buy	17,137 +10	+0.1%	+$2.14K	0.74%	17
2019 Q4	$3.65M	Buy	17,127 +9,727	+131%	+$2.16M	0.66%	20
2019 Q3	$1.81M	Hold	7,400	–	–	0.34%	48
2019 Q2	$1.76M	Hold	7,400	–	–	0.4%	44
2019 Q1	$1.61M	Hold	7,400	–	–	0.43%	45
2018 Q4	$1.5M	Hold	7,400	–	–	0.46%	42
2018 Q3	$1.49M	Hold	7,400	–	–	0.46%	44
2018 Q2	$1.68M	Hold	7,400	–	–	0.52%	45
2018 Q1	$1.48M	Hold	7,400	–	–	0.47%	51
2017 Q4	$1.55M	Hold	7,400	–	–	0.43%	50
2017 Q3	$1.58M	Hold	7,400	–	–	0.46%	51
2017 Q2	$1.54M	Hold	7,400	–	–	0.55%	49
2017 Q1	$1.62M	Hold	7,400	–	–	0.6%	46
2016 Q4	$1.65M	Hold	7,400	–	–	0.65%	45
2016 Q3	$1.65M	Hold	7,400	–	–	1.04%	41
2016 Q2	$1.89M	Hold	7,400	–	–	1.09%	40
2016 Q1	$2.04M	Hold	7,400	–	–	1.33%	32
2015 Q4	$1.83M	Hold	7,400	–	–	1.31%	30
2015 Q3	$1.57M	Hold	7,400	–	–	1.24%	16
2015 Q2	$1.36M	Hold	7,400	–	–	1.01%	22
2015 Q1	$1.46M	Hold	7,400	–	–	1.02%	21
2014 Q4	$1.37M	Hold	7,400	–	–	0.94%	22
2014 Q3	$1.23M	Buy	7,400 +200	+3%	+$34.4K	0.88%	22
2014 Q2	$1.23M	Hold	7,200	–	–	0.87%	22
2014 Q1	$1.21M	Hold	7,200	–	–	0.81%	29
2013 Q4	$1.08M	Hold	7,200	–	–	0.56%	52
2013 Q3	$1.16M	Hold	7,200	–	–	0.4%	95
2013 Q2	$1.1M	Buy	+7,200	New	+$1.13M	0.39%	106

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Bank's PSA Position: Q4 2025 in Review

Bell Bank sold out of Public Storage (PSA) in Q4 2025, closing a stake of 7,406 shares — an estimated $2.14M sold.

Bell Bank first reported a position in PSA in Q2 2013 and held it in 50 quarters. The position peaked at $3.65M in Q4 2019. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Bell Bank reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Bell Bank sold 7,406 Public Storage shares in Q4 2025, an estimated $2.14M.
Bell Bank first reported a position in Public Storage in Q2 2013 and held it in 50 quarters.
Bell Bank's Public Storage position peaked at $3.65M in Q4 2019.
1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Bell Bank's 13F filing for Q4 2025, filed 14 Jan 2026.