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Colonial Trust Advisors’s Public Storage PSA Stock Holding History

Colonial Trust 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 		$4.83M Sell
15,171
-59
-0.4% -$18.1K 0.34% 72
2026
Q1 		$4.13M Sell
15,230
-99
-0.6% -$28.4K 0.32% 78
2025
Q4 		$3.98M Buy
15,329
+456
+3% +$128K 0.3% 80
2025
Q3 		$4.3M Buy
14,873
+124
+0.8% +$35.6K 0.33% 77
2025
Q2 		$4.33M Buy
14,749
+567
+4% +$168K 0.36% 75
2025
Q1 		$4.24M Buy
14,182
+88
+0.6% +$26.3K 0.38% 74
2024
Q4 		$4.22M Sell
14,094
-170
-1% -$56.4K 0.37% 70
2024
Q3 		$5.19M Buy
14,264
+410
+3% +$133K 0.45% 64
2024
Q2 		$3.99M Buy
13,854
+378
+3% +$104K 0.38% 69
2024
Q1 		$3.91M Sell
13,476
-663
-5% -$190K 0.39% 68
2023
Q4 		$4.31M Buy
14,139
+1,358
+11% +$360K 0.46% 62
2023
Q3 		$3.37M Buy
12,781
+467
+4% +$131K 0.39% 66
2023
Q2 		$3.59M Buy
12,314
+12,311
+410,367% +$3.59M 0.4% 63
2023
Q1 		$906 Sell
3
-5
-63% -$1.47K ﹤0.01% 798
2022
Q4 		$2.24K Buy
+8
New +$2.33K ﹤0.01% 709

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Colonial Trust Advisors's PSA Position: Q2 2026 in Review

Colonial Trust Advisors reduced its Public Storage (PSA) stake by 0.39% in Q2 2026, selling an estimated $18.1K and leaving 15,171 shares worth $4.83M. The position accounts for 0.34% of the portfolio, ranked #72.

Colonial Trust Advisors first reported a position in PSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.19M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Colonial Trust Advisors held 15,171 shares of Public Storage worth $4.83M as of Q2 2026.
  • Colonial Trust Advisors sold 59 Public Storage shares in Q2 2026, an estimated $18.1K.
  • Public Storage made up 0.34% of Colonial Trust Advisors's portfolio in Q2 2026, its #72 holding.
  • Colonial Trust Advisors first reported a position in Public Storage in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Public Storage position peaked at $5.19M in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.