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Callan Family Office’s Public Storage PSA Stock Holding History

Callan Family Office’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 		$566K Sell
2,089
-302
-13% -$86.6K 0.01% 725
2025
Q4 		$620K Buy
2,391
+158
+7% +$44.2K 0.01% 701
2025
Q3 		$645K Sell
2,233
-1,062
-32% -$305K 0.02% 469
2025
Q2 		$967K Buy
+3,295
New +$975K 0.03% 409

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Callan Family Office's PSA Position: Q1 2026 in Review

Callan Family Office reduced its Public Storage (PSA) stake by 13% in Q1 2026, selling an estimated $86.6K and leaving 2,089 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #725.

Callan Family Office first reported a position in PSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $967K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Callan Family Office held 2,089 shares of Public Storage worth $566K as of Q1 2026.
  • Callan Family Office sold 302 Public Storage shares in Q1 2026, an estimated $86.6K.
  • Public Storage made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #725 holding.
  • Callan Family Office first reported a position in Public Storage in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Public Storage position peaked at $967K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.