Colonial Trust Advisors
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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
Q3 		$4.32M Buy
15,258
+87
+0.6% +$27.2K 0.3% 75
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Colonial Trust Advisors's PSA Position: Q3 2026 in Review

Colonial Trust Advisors increased its Public Storage (PSA) stake by 0.57% in Q3 2026, buying an estimated $27.2K and bringing the position to 15,258 shares worth $4.32M. The position accounts for 0.3% of the portfolio, ranked #75.

Colonial Trust Advisors first reported a position in PSA in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.19M in Q3 2024. 832 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Colonial Trust Advisors held 15,258 shares of Public Storage worth $4.32M as of Q3 2026.
  • Colonial Trust Advisors bought 87 Public Storage shares in Q3 2026, an estimated $27.2K.
  • Public Storage made up 0.3% of Colonial Trust Advisors's portfolio in Q3 2026, its #75 holding.
  • Colonial Trust Advisors first reported a position in Public Storage in Q4 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's Public Storage position peaked at $5.19M in Q3 2024.
  • 832 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.