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 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 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

Colonial Trust Advisors's PSA Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Public Storage (PSA) stake by 0.65% in Q1 2026, selling an estimated $28.4K and leaving 15,230 shares worth $4.13M. The position accounts for 0.32% of the portfolio, ranked #78.

Colonial Trust Advisors first reported a position in PSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.19M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Colonial Trust Advisors held 15,230 shares of Public Storage worth $4.13M as of Q1 2026.
Colonial Trust Advisors sold 99 Public Storage shares in Q1 2026, an estimated $28.4K.
Public Storage made up 0.32% of Colonial Trust Advisors's portfolio in Q1 2026, its #78 holding.
Colonial Trust Advisors first reported a position in Public Storage in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's Public Storage position peaked at $5.19M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.