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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
Q3 		$7.72M Sell
27,311
-1,105
-4% -$346K 0.32% 69
2026
Q2 		$9.05M Sell
28,416
-433
-2% -$132K 0.38% 59
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

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Equitable Trust's PSA Position: Q3 2026 in Review

Equitable Trust reduced its Public Storage (PSA) stake by 3.9% in Q3 2026, selling an estimated $346K and leaving 27,311 shares worth $7.72M. The position accounts for 0.32% of the portfolio, ranked #69.

Equitable Trust first reported a position in PSA in Q3 2020 and has held it in 25 quarters since. The position peaked at $28.4M in Q3 2024. 195 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Equitable Trust held 27,311 shares of Public Storage worth $7.72M as of Q3 2026.
  • Equitable Trust sold 1,105 Public Storage shares in Q3 2026, an estimated $346K.
  • Public Storage made up 0.32% of Equitable Trust's portfolio in Q3 2026, its #69 holding.
  • Equitable Trust first reported a position in Public Storage in Q3 2020 and has held it in 25 quarters since.
  • Equitable Trust's Public Storage position peaked at $28.4M in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.