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 Q3	$436K	Sell	1,541 -66	-4%	-$20.6K	0.12%	64
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Crestmont Private Wealth's PSA Position: Q3 2026 in Review

Crestmont Private Wealth reduced its Public Storage (PSA) stake by 4.1% in Q3 2026, selling an estimated $20.6K and leaving 1,541 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #64.

Crestmont Private Wealth first reported a position in PSA in Q3 2024 and has held it in 8 quarters since. The position peaked at $512K in Q2 2026. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Crestmont Private Wealth held 1,541 shares of Public Storage worth $436K as of Q3 2026.
Crestmont Private Wealth sold 66 Public Storage shares in Q3 2026, an estimated $20.6K.
Public Storage made up 0.12% of Crestmont Private Wealth's portfolio in Q3 2026, its #64 holding.
Crestmont Private Wealth first reported a position in Public Storage in Q3 2024 and has held it in 8 quarters since.
Crestmont Private Wealth's Public Storage position peaked at $512K in Q2 2026.
968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Crestmont Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.