Bellevue Asset Management’s Public Storage PSA Stock Holding History

Bellevue Asset Management’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	$69.4K	Hold	217	–	–	0.03%	145
2026 Q1	$59K	Hold	217	–	–	0.03%	150
2025 Q4	$56.5K	Sell	217 -35	-14%	-$9.79K	0.02%	145
2025 Q3	$72.9K	Hold	252	–	–	0.03%	124
2025 Q2	$74K	Hold	252	–	–	0.04%	123
2025 Q1	$75.5K	Hold	252	–	–	0.04%	121
2024 Q4	$75.5K	Sell	252 -8	-3%	-$2.65K	0.04%	120
2024 Q3	$94.6K	Hold	260	–	–	0.05%	105
2024 Q2	$74.8K	Hold	260	–	–	0.04%	115
2024 Q1	$75.4K	Sell	260 -15	-5%	-$4.3K	0.04%	114
2023 Q4	$83.9K	Hold	275	–	–	0.07%	108
2023 Q3	$72.5K	Sell	275 -25	-8%	-$7.01K	0.05%	107
2023 Q2	$87.6K	Hold	300	–	–	0.05%	98
2023 Q1	$90.6K	Hold	300	–	–	0.06%	97
2022 Q4	$83.3K	Sell	300 -75	-20%	-$21.9K	0.06%	106
2022 Q3	$110K	Hold	375	–	–	0.09%	92
2022 Q2	$117K	Hold	375	–	–	0.08%	93
2022 Q1	$148K	Hold	375	–	–	0.09%	89
2021 Q4	$140K	Hold	375	–	–	0.08%	92
2021 Q3	$113K	Sell	375 -35	-9%	-$11K	0.07%	109
2021 Q2	$123K	Hold	410	–	–	0.08%	103
2021 Q1	$102K	Hold	410	–	–	0.06%	118
2020 Q4	$93K	Hold	410	–	–	0.06%	119
2020 Q3	$91K	Hold	410	–	–	0.06%	112
2020 Q2	$79K	Hold	410	–	–	0.08%	117
2020 Q1	$79K	Hold	410	–	–	0.08%	121
2019 Q4	$87K	Buy	+410	New	+$91K	0.07%	110

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

Bellevue Asset Management's PSA Position: Q2 2026 in Review

Bellevue Asset Management held its Public Storage (PSA) position steady in Q2 2026 at 217 shares worth $69.4K. The position accounts for 0.03% of the portfolio, ranked #145.

Bellevue Asset Management first reported a position in PSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $148K in Q1 2022. 1,116 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Bellevue Asset Management held 217 shares of Public Storage worth $69.4K as of Q2 2026.
Bellevue Asset Management left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.03% of Bellevue Asset Management's portfolio in Q2 2026, its #145 holding.
Bellevue Asset Management first reported a position in Public Storage in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Public Storage position peaked at $148K in Q1 2022.
1,116 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.