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Caprock Group’s Public Storage PSA Stock Holding History

Caprock Group’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 		$837K Buy
3,090
+556
+22% +$159K 0.02% 593
2025
Q4 		$658K Sell
2,534
-1,349
-35% -$377K 0.01% 725
2025
Q3 		$1.14M Buy
+3,883
New +$1.11M 0.03% 527
2025
Q1 		$1.41M Buy
4,698
+833
+22% +$249K 0.04% 369
2024
Q4 		$1.16M Buy
3,865
+809
+26% +$268K 0.04% 387
2024
Q3 		$1.11M Buy
3,056
+1,046
+52% +$340K 0.04% 370
2024
Q2 		$578K Buy
2,010
+525
+35% +$145K 0.02% 499
2024
Q1 		$431K Buy
1,485
+540
+57% +$155K 0.02% 458
2023
Q4 		$288K Buy
945
+11
+1% +$2.92K 0.02% 543
2023
Q3 		$246K Sell
934
-333
-26% -$93.3K 0.02% 555
2023
Q2 		$370K Buy
1,267
+78
+7% +$22.7K 0.03% 448
2023
Q1 		$359K Sell
1,189
-92
-7% -$27.1K 0.03% 445
2022
Q4 		$359K Sell
1,281
-379
-23% -$111K 0.03% 355
2022
Q3 		$486K Sell
1,660
-176
-10% -$57.2K 0.05% 281
2022
Q2 		$574K Buy
1,836
+420
+30% +$145K 0.06% 247
2022
Q1 		$553K Buy
1,416
+54
+4% +$19.6K 0.05% 266
2021
Q4 		$510K Buy
1,362
+278
+26% +$92.9K 0.04% 286
2021
Q3 		$322K Buy
1,084
+13
+1% +$4.08K 0.03% 353
2021
Q2 		$322K Buy
1,071
+171
+19% +$48K 0.03% 349
2021
Q1 		$222K Sell
900
-151
-14% -$35.2K 0.02% 428
2020
Q4 		$243K Buy
+1,051
New +$241K 0.03% 389
2016
Q4 		– Sell
-2,345
Closed -$523K – 383
2016
Q3 		$523K Sell
2,345
-474
-17% -$111K 0.12% 159
2016
Q2 		$721K Sell
2,819
-256
-8% -$65.7K 0.18% 133
2016
Q1 		$848K Buy
+3,075
New +$776K 0.2% 111

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

Caprock Group's PSA Position: Q1 2026 in Review

Caprock Group increased its Public Storage (PSA) stake by 22% in Q1 2026, buying an estimated $159K and bringing the position to 3,090 shares worth $837K. The position accounts for 0.02% of the portfolio, ranked #593.

Caprock Group first reported a position in PSA in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.41M in Q1 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Caprock Group held 3,090 shares of Public Storage worth $837K as of Q1 2026.
  • Caprock Group bought 556 Public Storage shares in Q1 2026, an estimated $159K.
  • Public Storage made up 0.02% of Caprock Group's portfolio in Q1 2026, its #593 holding.
  • Caprock Group first reported a position in Public Storage in Q1 2016 and has held it in 24 quarters since.
  • Caprock Group's Public Storage position peaked at $1.41M in Q1 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.