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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Berkeley Capital Partners's PSA Position: Q1 2026 in Review

Berkeley Capital Partners increased its Public Storage (PSA) stake by 1.2% in Q1 2026, buying an estimated $6.88K and bringing the position to 2,028 shares worth $549K. The position accounts for 0.13% of the portfolio, ranked #126.

Berkeley Capital Partners first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $866K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Berkeley Capital Partners held 2,028 shares of Public Storage worth $549K as of Q1 2026.
Berkeley Capital Partners bought 24 Public Storage shares in Q1 2026, an estimated $6.88K.
Public Storage made up 0.13% of Berkeley Capital Partners's portfolio in Q1 2026, its #126 holding.
Berkeley Capital Partners first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Berkeley Capital Partners's Public Storage position peaked at $866K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.