Cresset Asset Management’s Public Storage PSA Stock Holding History

Cresset Asset Management’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	$1.19M	Buy	3,725 +2,766	+288%	+$846K	﹤0.01%	843
2026 Q1	$260K	Sell	959 -3,306	-78%	-$948K	﹤0.01%	1344
2025 Q4	$1.11M	Buy	4,265 +966	+29%	+$270K	﹤0.01%	760
2025 Q3	$953K	Buy	3,299 +141	+4%	+$40.5K	﹤0.01%	759
2025 Q2	$927K	Buy	3,158 +1,178	+59%	+$349K	﹤0.01%	713
2025 Q1	$593K	Sell	1,980 -412	-17%	-$123K	﹤0.01%	989
2024 Q4	$716K	Buy	2,392 +1,597	+201%	+$530K	﹤0.01%	928
2024 Q3	$289K	Buy	+795	New	+$258K	﹤0.01%	1814
2023 Q3	–	Sell	-501	Closed	-$146K	–	1947
2023 Q2	$146K	Sell	501 -880	-64%	-$256K	﹤0.01%	1779
2023 Q1	$417K	Buy	+1,381	New	+$406K	0.01%	539
2022 Q4	–	Sell	-893	Closed	-$261K	–	851
2022 Q3	$261K	Sell	893 -146	-14%	-$47.5K	﹤0.01%	719
2022 Q2	$324K	Sell	1,039 -919	-47%	-$318K	﹤0.01%	689
2022 Q1	$764K	Sell	1,958 -2	-0.1%	-$726	0.01%	480
2021 Q4	$734K	Buy	1,960 +282	+17%	+$94.2K	0.01%	557
2021 Q3	$499K	Buy	1,678 +286	+21%	+$89.7K	0.01%	622
2021 Q2	$419K	Buy	+1,392	New	+$390K	0.01%	621
2020 Q3	–	Sell	-1,117	Closed	-$214K	–	736
2020 Q2	$214K	Sell	1,117 -256	-19%	-$49.4K	﹤0.01%	584
2020 Q1	$273K	Buy	+1,373	New	+$294K	0.01%	425
2019 Q4	–	Sell	-1,515	Closed	-$372K	–	635
2019 Q3	$372K	Buy	1,515 +38	+3%	+$9.54K	0.01%	322
2019 Q2	$352K	Sell	1,477 -856	-37%	-$196K	0.01%	308
2019 Q1	$508K	Buy	2,333 +2,166	+1,297%	+$453K	0.02%	187
2018 Q4	$34K	Buy	+167	New	+$34.1K	﹤0.01%	599

Other funds holding PSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cresset Asset Management's PSA Position: Q2 2026 in Review

Cresset Asset Management increased its Public Storage (PSA) stake by 288% in Q2 2026, buying an estimated $846K and bringing the position to 3,725 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Cresset Asset Management first reported a position in PSA in Q4 2018 and has held it in 22 quarters since. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Cresset Asset Management held 3,725 shares of Public Storage worth $1.19M as of Q2 2026.
Cresset Asset Management bought 2,766 Public Storage shares in Q2 2026, an estimated $846K.
Public Storage made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #843 holding.
Cresset Asset Management first reported a position in Public Storage in Q4 2018 and has held it in 22 quarters since.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.