Cornerstone Advisors’s Public Storage PSA Stock Holding History

Cornerstone 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
2025 Q4	–	Sell	-11,900	Closed	-$3.44M	–	241
2025 Q3	$3.44M	Hold	11,900	–	–	0.11%	141
2025 Q2	$3.49M	Hold	11,900	–	–	0.12%	142
2025 Q1	$3.56M	Hold	11,900	–	–	0.15%	140
2024 Q4	$3.56M	Hold	11,900	–	–	0.14%	146
2024 Q3	$4.33M	Buy	11,900 +7,400	+164%	+$2.4M	0.17%	132
2024 Q2	$1.29M	Sell	4,500 -700	-13%	-$193K	0.05%	224
2024 Q1	$1.51M	Hold	5,200	–	–	0.06%	235
2023 Q4	$1.59M	Sell	5,200 -2,100	-29%	-$557K	0.07%	228
2023 Q3	$1.92M	Sell	7,300 -10,700	-59%	-$3M	0.09%	205
2023 Q2	$5.25M	Hold	18,000	–	–	0.25%	105
2023 Q1	$5.44M	Hold	18,000	–	–	0.25%	90
2022 Q4	$5.04M	Hold	18,000	–	–	0.25%	101
2022 Q3	$5.27M	Hold	18,000	–	–	0.26%	92
2022 Q2	$5.63M	Buy	18,000 +4,000	+29%	+$1.38M	0.3%	89
2022 Q1	$5.46M	Hold	14,000	–	–	0.32%	82
2021 Q4	$5.24M	Hold	14,000	–	–	0.28%	90
2021 Q3	$4.16M	Hold	14,000	–	–	0.24%	108
2021 Q2	$4.21M	Buy	+14,000	New	+$3.93M	0.25%	110

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Advisors's PSA Position: Q4 2025 in Review

Cornerstone Advisors sold out of Public Storage (PSA) in Q4 2025, closing a stake of 11,900 shares — an estimated $3.44M sold.

Cornerstone Advisors first reported a position in PSA in Q2 2021 and held it in 18 quarters. The position peaked at $5.63M in Q2 2022. 1,107 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Cornerstone Advisors reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 11,900 Public Storage shares in Q4 2025, an estimated $3.44M.
Cornerstone Advisors first reported a position in Public Storage in Q2 2021 and held it in 18 quarters.
Cornerstone Advisors's Public Storage position peaked at $5.63M in Q2 2022.
1,107 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.