Caldwell Trust
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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
Q3 		$97K Buy
343
+188
+121% +$58.8K 0.01% 415
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 		$15.2K 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 		$17.2K Buy
+81
New +$18K ﹤0.01% 607

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Caldwell Trust's PSA Position: Q3 2026 in Review

Caldwell Trust increased its Public Storage (PSA) stake by 121% in Q3 2026, buying an estimated $58.8K and bringing the position to 343 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #415.

Caldwell Trust first reported a position in PSA in Q4 2019 and has held it in 28 quarters since. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Caldwell Trust held 343 shares of Public Storage worth $97K as of Q3 2026.
  • Caldwell Trust bought 188 Public Storage shares in Q3 2026, an estimated $58.8K.
  • Public Storage made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #415 holding.
  • Caldwell Trust first reported a position in Public Storage in Q4 2019 and has held it in 28 quarters since.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.