Caldwell Trust’s Public Storage PSA Stock Holding History

Caldwell Trust’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	$49.3K	Sell	155 -105	-40%	-$32.1K	﹤0.01%	500
2026 Q1	$70.4K	Hold	260	–	–	0.01%	453
2025 Q4	$67.5K	Hold	260	–	–	0.01%	438
2025 Q3	$75.1K	Buy	260 +210	+420%	+$60.3K	0.01%	420
2025 Q2	$14.7K	Hold	50	–	–	﹤0.01%	601
2025 Q1	$15K	Hold	50	–	–	﹤0.01%	591
2024 Q4	$15K	Hold	50	–	–	﹤0.01%	572
2024 Q3	$18.2K	Hold	50	–	–	﹤0.01%	564
2024 Q2	$14.4K	Hold	50	–	–	﹤0.01%	579
2024 Q1	$14.5K	Hold	50	–	–	﹤0.01%	589
2023 Q4	$15.3K	Hold	50	–	–	﹤0.01%	577
2023 Q3	$13.2K	Hold	50	–	–	﹤0.01%	590
2023 Q2	$14.6K	Hold	50	–	–	﹤0.01%	598
2023 Q1	$15.1K	Hold	50	–	–	﹤0.01%	580
2022 Q4	$14K	Hold	50	–	–	﹤0.01%	583
2022 Q3	$14.6K	Hold	50	–	–	﹤0.01%	563
2022 Q2	$15.6K	Sell	50 -25	-33%	-$8.66K	﹤0.01%	570
2022 Q1	$29.3K	Hold	75	–	–	﹤0.01%	526
2021 Q4	$28.1K	Hold	75	–	–	﹤0.01%	530
2021 Q3	$22.3K	Hold	75	–	–	﹤0.01%	548
2021 Q2	$22.6K	Hold	75	–	–	﹤0.01%	551
2021 Q1	$18.5K	Sell	75 -6	-7%	-$1.4K	﹤0.01%	565
2020 Q4	$18.7K	Hold	81	–	–	﹤0.01%	548
2020 Q3	$18K	Hold	81	–	–	﹤0.01%	540
2020 Q2	$15.5K	Hold	81	–	–	﹤0.01%	578
2020 Q1	$16.1K	Hold	81	–	–	﹤0.01%	578
2019 Q4	$17.3K	Buy	+81	New	+$18K	﹤0.01%	607

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

Caldwell Trust's PSA Position: Q2 2026 in Review

Caldwell Trust reduced its Public Storage (PSA) stake by 40% in Q2 2026, selling an estimated $32.1K and leaving 155 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Caldwell Trust first reported a position in PSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $75.1K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Caldwell Trust held 155 shares of Public Storage worth $49.3K as of Q2 2026.
Caldwell Trust sold 105 Public Storage shares in Q2 2026, an estimated $32.1K.
Public Storage made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #500 holding.
Caldwell Trust first reported a position in Public Storage in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Public Storage position peaked at $75.1K in Q3 2025.
1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.