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Breakwater Investment Management’s Public Storage PSA Stock Holding History

Breakwater Investment 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 		$637 Hold
2
– – ﹤0.01% 483
2026
Q1 		$542 Hold
2
– – ﹤0.01% 406
2025
Q4 		$519 Hold
2
– – ﹤0.01% 414
2025
Q3 		$578 Buy
+2
New +$574 ﹤0.01% 364

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Breakwater Investment Management's PSA Position: Q2 2026 in Review

Breakwater Investment Management held its Public Storage (PSA) position steady in Q2 2026 at 2 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Breakwater Investment Management first reported a position in PSA in Q3 2025 and has held it in 4 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Breakwater Investment Management held 2 shares of Public Storage worth $637 as of Q2 2026.
  • Breakwater Investment Management left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #483 holding.
  • Breakwater Investment Management first reported a position in Public Storage in Q3 2025 and has held it in 4 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.