Covestor
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Covestor’s Public Storage PSA Stock Holding History

Covestor’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 		$44K Sell
154
-14
-8% -$4.38K 0.03% 802
2026
Q2 		$54K Sell
168
-36
-18% -$11K 0.03% 749
2026
Q1 		$55K Sell
204
-199
-49% -$57.1K 0.04% 651
2025
Q4 		$105K Sell
403
-64
-14% -$17.9K 0.06% 555
2025
Q3 		$136K Buy
467
+40
+9% +$11.5K 0.07% 393
2025
Q2 		$126K Sell
427
-13
-3% -$3.85K 0.07% 417
2025
Q1 		$132K Buy
440
+55
+14% +$16.4K 0.09% 326
2024
Q4 		$116K Sell
385
-55
-13% -$18.3K 0.07% 433
2024
Q3 		$160K Sell
440
-71
-14% -$23K 0.1% 268
2024
Q2 		$147K Sell
511
-1
-0.2% -$276 0.1% 287
2024
Q1 		$148K Sell
512
-230
-31% -$65.9K 0.09% 289
2023
Q4 		$227K Buy
742
+44
+6% +$11.7K 0.16% 102
2023
Q3 		$184K Buy
698
+21
+3% +$5.89K 0.14% 137
2023
Q2 		$198K Buy
677
+38
+6% +$11.1K 0.15% 121
2023
Q1 		$193K Buy
639
+236
+59% +$69.4K 0.17% 116
2022
Q4 		$113K Buy
403
+66
+20% +$19.2K 0.09% 332
2022
Q3 		$99K Sell
337
-16
-5% -$5.2K 0.09% 358
2022
Q2 		$110K Sell
353
-60
-15% -$20.8K 0.09% 364
2022
Q1 		$161K Buy
413
+192
+87% +$69.7K 0.11% 246
2021
Q4 		$83K Buy
+221
New +$73.8K 0.12% 253

Other funds holding PSA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Covestor's PSA Position: Q3 2026 in Review

Covestor reduced its Public Storage (PSA) stake by 8.3% in Q3 2026, selling an estimated $4.38K and leaving 154 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #802.

Covestor first reported a position in PSA in Q4 2021 and has held it in 20 quarters since. The position peaked at $227K in Q4 2023. 726 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Covestor held 154 shares of Public Storage worth $44K as of Q3 2026.
  • Covestor sold 14 Public Storage shares in Q3 2026, an estimated $4.38K.
  • Public Storage made up 0.03% of Covestor's portfolio in Q3 2026, its #802 holding.
  • Covestor first reported a position in Public Storage in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Public Storage position peaked at $227K in Q4 2023.
  • 726 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.