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Equitable Trust’s Public Storage PSA Stock Holding History

Equitable Trust’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
Q1 		$7.81M Sell
28,849
-1,242
-4% -$356K 0.36% 58
2025
Q4 		$7.81M Sell
30,091
-5,949
-17% -$1.66M 0.35% 58
2025
Q3 		$10.4M Sell
36,040
-7,344
-17% -$2.11M 0.48% 44
2025
Q2 		$12.7M Sell
43,384
-15,906
-27% -$4.71M 0.63% 39
2025
Q1 		$17.7M Sell
59,290
-13,253
-18% -$3.96M 0.98% 23
2024
Q4 		$21.7M Sell
72,543
-5,416
-7% -$1.8M 1.21% 16
2024
Q3 		$28.4M Buy
77,959
+2,344
+3% +$761K 1.82% 9
2024
Q2 		$21.8M Sell
75,615
-10,087
-12% -$2.78M 1.5% 13
2024
Q1 		$24.9M Buy
85,702
+12,728
+17% +$3.65M 1.72% 12
2023
Q4 		$22.3M Buy
72,974
+14,351
+24% +$3.81M 1.67% 13
2023
Q3 		$15.4M Buy
58,623
+56,506
+2,669% +$15.8M 1.28% 20
2023
Q2 		$618K Sell
2,117
-2,160
-51% -$629K 0.05% 238
2023
Q1 		$1.29M Sell
4,277
-169
-4% -$49.7K 0.1% 150
2022
Q4 		$1.25M Sell
4,446
-956
-18% -$279K 0.1% 160
2022
Q3 		$1.58M Sell
5,402
-186
-3% -$60.5K 0.13% 139
2022
Q2 		$1.75M Sell
5,588
-1,282
-19% -$444K 0.13% 136
2022
Q1 		$2.68M Sell
6,870
-65,701
-91% -$23.8M 0.17% 115
2021
Q4 		$27.2M Sell
72,571
-443
-0.6% -$148K 1.68% 14
2021
Q3 		$21.7M Sell
73,014
-159
-0.2% -$49.9K 1.38% 17
2021
Q2 		$22M Buy
73,173
+1,014
+1% +$284K 1.41% 17
2021
Q1 		$17.8M Buy
72,159
+12,002
+20% +$2.8M 1.33% 19
2020
Q4 		$13.9M Buy
60,157
+2,685
+5% +$615K 1.03% 24
2020
Q3 		$12.8M Buy
+57,472
New +$11.7M 1.09% 23

Other funds holding PSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Equitable Trust's PSA Position: Q1 2026 in Review

Equitable Trust reduced its Public Storage (PSA) stake by 4.1% in Q1 2026, selling an estimated $356K and leaving 28,849 shares worth $7.81M. The position accounts for 0.36% of the portfolio, ranked #58.

Equitable Trust first reported a position in PSA in Q3 2020 and has held it in 23 quarters since. The position peaked at $28.4M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Equitable Trust held 28,849 shares of Public Storage worth $7.81M as of Q1 2026.
  • Equitable Trust sold 1,242 Public Storage shares in Q1 2026, an estimated $356K.
  • Public Storage made up 0.36% of Equitable Trust's portfolio in Q1 2026, its #58 holding.
  • Equitable Trust first reported a position in Public Storage in Q3 2020 and has held it in 23 quarters since.
  • Equitable Trust's Public Storage position peaked at $28.4M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.