Clifford Swan Investment Counsel’s Public Storage PSA Stock Holding History

Clifford Swan Investment Counsel’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	$7.02M	Hold	25,918	–	–	0.24%	102
2025 Q4	$6.73M	Sell	25,918 -387	-1%	-$108K	0.22%	101
2025 Q3	$7.6M	Hold	26,305	–	–	0.25%	98
2025 Q2	$7.72M	Sell	26,305 -1	-0%	-$296	0.27%	90
2025 Q1	$7.87M	Hold	26,306	–	–	0.29%	87
2024 Q4	$7.88M	Sell	26,306 -360	-1%	-$119K	0.28%	89
2024 Q3	$9.7M	Hold	26,666	–	–	0.34%	77
2024 Q2	$7.67M	Hold	26,666	–	–	0.29%	88
2024 Q1	$7.73M	Hold	26,666	–	–	0.29%	90
2023 Q4	$8.13M	Sell	26,666 -56	-0.2%	-$14.9K	0.32%	83
2023 Q3	$7.04M	Buy	26,722 +1	+0%	+$280	0.3%	86
2023 Q2	$7.8M	Hold	26,721	–	–	0.31%	84
2023 Q1	$8.07M	Hold	26,721	–	–	0.34%	85
2022 Q4	$7.49M	Sell	26,721 -2,005	-7%	-$585K	0.33%	90
2022 Q3	$8.41M	Hold	28,726	–	–	0.39%	69
2022 Q2	$8.98M	Sell	28,726 -184	-0.6%	-$63.7K	0.39%	79
2022 Q1	$11.3M	Sell	28,910 -125	-0.4%	-$45.4K	0.42%	68
2021 Q4	$10.9M	Buy	29,035 +250	+0.9%	+$83.5K	0.38%	74
2021 Q3	$9.55M	Hold	28,785	–	–	0.35%	80
2021 Q2	$8.82M	Hold	28,785	–	–	0.33%	84
2021 Q1	$7.1M	Hold	28,785	–	–	0.29%	93
2020 Q4	$6.65M	Hold	28,785	–	–	0.29%	89
2020 Q3	$6.41M	Buy	28,785 +175	+0.6%	+$35.8K	0.31%	85
2020 Q2	$5.49M	Hold	28,610	–	–	0.28%	92
2020 Q1	$5.68M	Buy	28,610 +100	+0.4%	+$21.4K	0.35%	87
2019 Q4	$6.07M	Hold	28,510	–	–	0.29%	93
2019 Q3	$6.99M	Buy	28,510 +200	+0.7%	+$50.2K	0.36%	83
2019 Q2	$6.74M	Sell	28,310 -150	-0.5%	-$34.4K	0.36%	85
2019 Q1	$6.2M	Sell	28,460 -4,050	-12%	-$848K	0.33%	89
2018 Q4	$6.58M	Buy	32,510 +300	+0.9%	+$61.2K	0.4%	79
2018 Q3	$6.49M	Hold	32,210	–	–	0.34%	87
2018 Q2	$7.31M	Hold	32,210	–	–	0.41%	80
2018 Q1	$6.45M	Buy	32,210 +100	+0.3%	+$19.5K	0.36%	84
2017 Q4	$6.71M	Hold	32,110	–	–	0.37%	84
2017 Q3	$6.87M	Buy	32,110 +50	+0.2%	+$10.3K	0.42%	79
2017 Q2	$6.68M	Hold	32,060	–	–	0.42%	80
2017 Q1	$7.02M	Sell	32,060 -10,200	-24%	-$2.26M	0.45%	70
2016 Q4	$9.45M	Sell	42,260 -2,537	-6%	-$540K	0.63%	56
2016 Q3	$10M	Buy	44,797 +1,984	+5%	+$463K	0.68%	54
2016 Q2	$10.9M	Sell	42,813 -1,000	-2%	-$257K	0.76%	47
2016 Q1	$12.1M	Sell	43,813 -100	-0.2%	-$25.2K	0.82%	42
2015 Q4	$10.9M	Sell	43,913 -376	-0.8%	-$88K	0.74%	47
2015 Q3	$9.37M	Hold	44,289	–	–	0.67%	52
2015 Q2	$8.17M	Buy	44,289 +980	+2%	+$188K	0.55%	59
2015 Q1	$8.54M	Hold	43,309	–	–	0.56%	59
2014 Q4	$8.01M	Hold	43,309	–	–	0.53%	56
2014 Q3	$7.18M	Hold	43,309	–	–	0.49%	62
2014 Q2	$7.42M	Hold	43,309	–	–	0.5%	56
2014 Q1	$7.3M	Hold	43,309	–	–	0.51%	57
2013 Q4	$6.52M	Sell	43,309 -50	-0.1%	-$7.99K	0.47%	62
2013 Q3	$6.96M	Hold	43,359	–	–	0.56%	52
2013 Q2	$6.65M	Buy	+43,359	New	+$6.83M	0.56%	54

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clifford Swan Investment Counsel's PSA Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Public Storage (PSA) position steady in Q1 2026 at 25,918 shares worth $7.02M. The position accounts for 0.24% of the portfolio, ranked #102.

Clifford Swan Investment Counsel first reported a position in PSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q1 2016. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Clifford Swan Investment Counsel held 25,918 shares of Public Storage worth $7.02M as of Q1 2026.
Clifford Swan Investment Counsel left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.24% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #102 holding.
Clifford Swan Investment Counsel first reported a position in Public Storage in Q2 2013 and has held it in 52 quarters since.
Clifford Swan Investment Counsel's Public Storage position peaked at $12.1M in Q1 2016.
1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.