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Cascade Investment Advisors’s Public Storage PSA Stock Holding History

Cascade Investment Advisors’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 		– Sell
-1,125
Closed -$305K – 119
2026
Q1 		$305K Sell
1,125
-3,524
-76% -$1.01M 0.18% 104
2025
Q4 		$1.21M Buy
4,649
+140
+3% +$39.2K 0.71% 67
2025
Q3 		$1.3M Hold
4,509
– – 0.79% 59
2025
Q2 		$1.32M Sell
4,509
-205
-4% -$60.7K 0.85% 51
2025
Q1 		$1.41M Sell
4,714
-5
-0.1% -$1.5K 0.95% 47
2024
Q4 		$1.41M Hold
4,719
– – 0.91% 52
2024
Q3 		$1.72M Sell
4,719
-930
-16% -$302K 1.09% 35
2024
Q2 		$1.62M Sell
5,649
-185
-3% -$51K 1.1% 34
2024
Q1 		$1.69M Sell
5,834
-5
-0.1% -$1.43K 1.1% 33
2023
Q4 		$1.78M Buy
5,839
+790
+16% +$210K 1.27% 22
2023
Q3 		$1.33M Buy
5,049
+100
+2% +$28K 1.05% 35
2023
Q2 		$1.44M Buy
4,949
+28
+0.6% +$8.16K 1.08% 35
2023
Q1 		$1.49M Sell
4,921
-60
-1% -$17.6K 1.18% 28
2022
Q4 		$1.4M Buy
4,981
+125
+3% +$36.5K 1.16% 28
2022
Q3 		$1.5M Sell
4,856
-775
-14% -$252K 1.29% 22
2022
Q2 		$1.76M Buy
5,631
+285
+5% +$98.7K 1.38% 6
2022
Q1 		$2.09M Sell
5,346
-857
-14% -$311K 1.27% 10
2021
Q4 		$2.32M Sell
6,203
-227
-4% -$75.8K 1.36% 7
2021
Q3 		$1.91M Sell
6,430
-320
-5% -$100K 1.25% 12
2021
Q2 		$2.03M Sell
6,750
-225
-3% -$63.1K 1.28% 10
2021
Q1 		$1.72M Buy
6,975
+170
+2% +$39.6K 1.12% 24
2020
Q4 		$1.57M Hold
6,805
– – 1.15% 20
2020
Q3 		$1.52M Buy
6,805
+180
+3% +$36.8K 1.29% 17
2020
Q2 		$1.27M Buy
6,625
+285
+4% +$55K 1.2% 21
2020
Q1 		$1.26M Sell
6,340
-25
-0.4% -$5.36K 1.39% 13
2019
Q4 		$1.36M Buy
6,365
+620
+11% +$138K 1.04% 37
2019
Q3 		$1.41M Buy
5,745
+225
+4% +$56.5K 1.09% 27
2019
Q2 		$1.31M Sell
5,520
-100
-2% -$22.9K 1.12% 28
2019
Q1 		$1.22M Sell
5,620
-160
-3% -$33.5K 1.1% 32
2018
Q4 		$1.17M Buy
5,780
+125
+2% +$25.5K 1.18% 30
2018
Q3 		$1.14M Sell
5,655
-5
-0.1% -$1.08K 0.96% 44
2018
Q2 		$1.28M Buy
5,660
+545
+11% +$113K 1.15% 29
2018
Q1 		$1.02M Buy
+5,115
New +$997K 0.81% 57

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cascade Investment Advisors's PSA Position: Q2 2026 in Review

Cascade Investment Advisors sold out of Public Storage (PSA) in Q2 2026, closing a stake of 1,125 shares — an estimated $305K sold.

Cascade Investment Advisors first reported a position in PSA in Q1 2018 and held it in 33 quarters. The position peaked at $2.32M in Q4 2021. 290 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Cascade Investment Advisors reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Cascade Investment Advisors sold 1,125 Public Storage shares in Q2 2026, an estimated $305K.
  • Cascade Investment Advisors first reported a position in Public Storage in Q1 2018 and held it in 33 quarters.
  • Cascade Investment Advisors's Public Storage position peaked at $2.32M in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.