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Ellsworth Advisors’s Public Storage PSA Stock Holding History

Ellsworth 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
2026
Q2 		$7.34M Buy
23,310
+1,364
+6% +$417K 1.21% 30
2026
Q1 		$5.94M Buy
21,946
+3,957
+22% +$1.13M 1.12% 38
2025
Q4 		$5.27M Sell
17,989
-1,260
-7% -$353K 1.04% 39
2025
Q3 		$5.79M Buy
19,249
+241
+1% +$69.2K 1.24% 29
2025
Q2 		$5.58M Buy
19,008
+450
+2% +$133K 1.36% 27
2025
Q1 		$5.55M Sell
18,558
-4,358
-19% -$1.3M 1.46% 19
2024
Q4 		$6.86M Buy
22,916
+563
+3% +$187K 1.8% 8
2024
Q3 		$8.13M Buy
22,353
+591
+3% +$192K 2.11% 4
2024
Q2 		$6.26M Buy
21,762
+1,153
+6% +$318K 1.75% 11
2024
Q1 		$5.61M Buy
20,609
+806
+4% +$231K 1.61% 12
2023
Q4 		$6.04M Buy
19,803
+17,036
+616% +$4.52M 1.91% 7
2023
Q3 		$715K Buy
2,767
+982
+55% +$275K 0.25% 85
2023
Q2 		$521K Buy
1,785
+105
+6% +$30.6K 0.18% 97
2023
Q1 		$507K Buy
1,680
+432
+35% +$127K 0.18% 94
2022
Q4 		$357K Buy
1,248
+355
+40% +$104K 0.13% 128
2022
Q3 		$261K Buy
+893
New +$290K 0.11% 121

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

Ellsworth Advisors's PSA Position: Q2 2026 in Review

Ellsworth Advisors increased its Public Storage (PSA) stake by 6.2% in Q2 2026, buying an estimated $417K and bringing the position to 23,310 shares worth $7.34M. The position accounts for 1.21% of the portfolio, ranked #30.

Ellsworth Advisors first reported a position in PSA in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.13M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Ellsworth Advisors held 23,310 shares of Public Storage worth $7.34M as of Q2 2026.
  • Ellsworth Advisors bought 1,364 Public Storage shares in Q2 2026, an estimated $417K.
  • Public Storage made up 1.21% of Ellsworth Advisors's portfolio in Q2 2026, its #30 holding.
  • Ellsworth Advisors first reported a position in Public Storage in Q3 2022 and has held it in 16 quarters since.
  • Ellsworth Advisors's Public Storage position peaked at $8.13M in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.