Cape Ann Savings Bank’s Public Storage PSA Stock Holding History

Cape Ann Savings Bank’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	$536K	Sell	1,685 -1,042	-38%	-$319K	0.25%	67
2026 Q1	$739K	Sell	2,727 -66	-2%	-$18.9K	0.37%	56
2025 Q4	$725K	Hold	2,793	–	–	0.37%	55
2025 Q3	$807K	Buy	2,793 +38	+1%	+$10.9K	0.43%	49
2025 Q2	$808K	Buy	2,755 +35	+1%	+$10.4K	0.48%	50
2025 Q1	$814K	Buy	2,720 +20	+0.7%	+$5.98K	0.51%	46
2024 Q4	$808K	Sell	2,700 -85	-3%	-$28.2K	0.48%	48
2024 Q3	$1.01M	Buy	2,785 +200	+8%	+$64.9K	0.59%	42
2024 Q2	$744K	Buy	2,585 +20	+0.8%	+$5.51K	0.46%	50
2024 Q1	$744K	Buy	2,565 +10	+0.4%	+$2.87K	0.47%	49
2023 Q4	$724K	Buy	2,555 +221	+9%	+$58.6K	0.48%	48
2023 Q3	$615K	Buy	+2,334	New	+$654K	0.43%	52

Other funds holding PSA

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cape Ann Savings Bank's PSA Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Public Storage (PSA) stake by 38% in Q2 2026, selling an estimated $319K and leaving 1,685 shares worth $536K. The position accounts for 0.25% of the portfolio, ranked #67.

Cape Ann Savings Bank first reported a position in PSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2024. 573 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Cape Ann Savings Bank held 1,685 shares of Public Storage worth $536K as of Q2 2026.
Cape Ann Savings Bank sold 1,042 Public Storage shares in Q2 2026, an estimated $319K.
Public Storage made up 0.25% of Cape Ann Savings Bank's portfolio in Q2 2026, its #67 holding.
Cape Ann Savings Bank first reported a position in Public Storage in Q3 2023 and has held it in 12 quarters since.
Cape Ann Savings Bank's Public Storage position peaked at $1.01M in Q3 2024.
573 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.