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Crestmont Private Wealth’s Public Storage PSA Stock Holding History

Crestmont Private Wealth’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 		$512K Buy
1,607
+108
+7% +$33K 0.14% 53
2026
Q1 		$406K Buy
1,499
+639
+74% +$183K 0.13% 66
2025
Q4 		$223K Sell
860
-218
-20% -$61K 0.07% 85
2025
Q3 		$311K Buy
1,078
+113
+12% +$32.4K 0.1% 66
2025
Q2 		$283K Buy
965
+3
+0.3% +$888 0.1% 61
2025
Q1 		$288K Buy
+962
New +$288K 0.12% 55
2024
Q4 		– Sell
-692
Closed -$252K – 109
2024
Q3 		$252K Buy
+692
New +$225K 0.11% 69

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Crestmont Private Wealth's PSA Position: Q2 2026 in Review

Crestmont Private Wealth increased its Public Storage (PSA) stake by 7.2% in Q2 2026, buying an estimated $33K and bringing the position to 1,607 shares worth $512K. The position accounts for 0.14% of the portfolio, ranked #53.

Crestmont Private Wealth first reported a position in PSA in Q3 2024 and has held it in 7 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Crestmont Private Wealth held 1,607 shares of Public Storage worth $512K as of Q2 2026.
  • Crestmont Private Wealth bought 108 Public Storage shares in Q2 2026, an estimated $33K.
  • Public Storage made up 0.14% of Crestmont Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Crestmont Private Wealth first reported a position in Public Storage in Q3 2024 and has held it in 7 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.