Berkeley Capital Partners’s Public Storage PSA Stock Holding History

Berkeley Capital Partners’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	$662K	Buy	2,079 +51	+3%	+$15.6K	0.14%	121
2026 Q1	$549K	Buy	2,028 +24	+1%	+$6.88K	0.13%	126
2025 Q4	$520K	Sell	2,004 -426	-18%	-$119K	0.12%	135
2025 Q3	$702K	Sell	2,430 -18	-0.7%	-$5.17K	0.17%	107
2025 Q2	$718K	Buy	2,448 +34	+1%	+$10.1K	0.18%	100
2025 Q1	$723K	Buy	2,414 +10	+0.4%	+$2.99K	0.2%	100
2024 Q4	$720K	Buy	2,404 +24	+1%	+$7.96K	0.2%	97
2024 Q3	$866K	Buy	2,380 +26	+1%	+$8.44K	0.25%	90
2024 Q2	$677K	Buy	2,354 +66	+3%	+$18.2K	0.2%	94
2024 Q1	$664K	Buy	2,288 +14	+0.6%	+$4.01K	0.2%	93
2023 Q4	$693K	Buy	+2,274	New	+$603K	0.23%	90

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

Berkeley Capital Partners's PSA Position: Q2 2026 in Review

Berkeley Capital Partners increased its Public Storage (PSA) stake by 2.5% in Q2 2026, buying an estimated $15.6K and bringing the position to 2,079 shares worth $662K. The position accounts for 0.14% of the portfolio, ranked #121.

Berkeley Capital Partners first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $866K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Berkeley Capital Partners held 2,079 shares of Public Storage worth $662K as of Q2 2026.
Berkeley Capital Partners bought 51 Public Storage shares in Q2 2026, an estimated $15.6K.
Public Storage made up 0.14% of Berkeley Capital Partners's portfolio in Q2 2026, its #121 holding.
Berkeley Capital Partners first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
Berkeley Capital Partners's Public Storage position peaked at $866K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.