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Coldstream Capital Management’s Public Storage PSA Stock Holding History

Coldstream Capital Management’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 		$611K Sell
2,256
-16
-0.7% -$4.59K 0.01% 645
2025
Q4 		$590K Sell
2,272
-806
-26% -$226K 0.01% 650
2025
Q3 		$889K Buy
3,078
+1,012
+49% +$290K 0.01% 502
2025
Q2 		$606K Buy
2,066
+13
+0.6% +$3.85K 0.01% 580
2025
Q1 		$615K Buy
2,053
+1
+0% +$299 0.01% 516
2024
Q4 		$615K Buy
2,052
+59
+3% +$19.6K 0.01% 519
2024
Q3 		$718K Buy
1,993
+288
+17% +$93.5K 0.02% 481
2024
Q2 		$490K Buy
1,705
+121
+8% +$33.4K 0.01% 555
2024
Q1 		$459K Buy
1,584
+8
+0.5% +$2.29K 0.01% 587
2023
Q4 		$481K Buy
1,576
+88
+6% +$23.4K 0.01% 516
2023
Q3 		$392K Sell
1,488
-382
-20% -$107K 0.01% 517
2023
Q2 		$546K Buy
1,870
+1
+0.1% +$291 0.02% 420
2023
Q1 		$565K Buy
1,869
+109
+6% +$32.1K 0.02% 399
2022
Q4 		$493K Buy
+1,760
New +$513K 0.02% 433
2022
Q2 		$650K Buy
2,078
+660
+47% +$229K 0.03% 316
2022
Q1 		$553K Buy
1,418
+183
+15% +$66.4K 0.02% 353
2021
Q4 		$463K Buy
1,235
+175
+17% +$58.5K 0.01% 449
2021
Q3 		$236K Buy
+1,060
New +$333K 0.01% 355
2020
Q1 		– Sell
-962
Closed -$205K – 344
2019
Q4 		$205K Sell
962
-222
-19% -$49.3K 0.02% 331
2019
Q3 		$290K Buy
+1,184
New +$297K 0.02% 251

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coldstream Capital Management's PSA Position: Q1 2026 in Review

Coldstream Capital Management reduced its Public Storage (PSA) stake by 0.7% in Q1 2026, selling an estimated $4.59K and leaving 2,256 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #645.

Coldstream Capital Management first reported a position in PSA in Q3 2019 and has held it in 20 quarters since. The position peaked at $889K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Coldstream Capital Management held 2,256 shares of Public Storage worth $611K as of Q1 2026.
  • Coldstream Capital Management sold 16 Public Storage shares in Q1 2026, an estimated $4.59K.
  • Public Storage made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #645 holding.
  • Coldstream Capital Management first reported a position in Public Storage in Q3 2019 and has held it in 20 quarters since.
  • Coldstream Capital Management's Public Storage position peaked at $889K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.