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Evercore Wealth Management’s Public Storage PSA Stock Holding History

Evercore Wealth Management’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 		$318K Sell
1,174
-972
-45% -$279K 0.01% 328
2025
Q4 		$557K Sell
2,146
-1
-0% -$280 0.01% 276
2025
Q3 		$620K Sell
2,147
-16
-0.7% -$4.59K 0.01% 262
2025
Q2 		$635K Hold
2,163
– – 0.01% 258
2025
Q1 		$647K Hold
2,163
– – 0.01% 256
2024
Q4 		$648K Sell
2,163
-73
-3% -$24.2K 0.01% 249
2024
Q3 		$814K Hold
2,236
– – 0.01% 234
2024
Q2 		$643K Sell
2,236
-2
-0.1% -$552 0.01% 255
2024
Q1 		$649K Sell
2,238
-916
-29% -$263K 0.01% 253
2023
Q4 		$962K Sell
3,154
-463
-13% -$123K 0.02% 219
2023
Q3 		$953K Hold
3,617
– – 0.02% 217
2023
Q2 		$1.06M Buy
3,617
+475
+15% +$138K 0.02% 214
2023
Q1 		$949K Hold
3,142
– – 0.02% 219
2022
Q4 		$880K Buy
3,142
+68
+2% +$19.8K 0.02% 221
2022
Q3 		$899K Sell
3,074
-8
-0.3% -$2.6K 0.02% 214
2022
Q2 		$964K Sell
3,082
-4
-0.1% -$1.39K 0.02% 212
2022
Q1 		$1.21M Hold
3,086
– – 0.02% 206
2021
Q4 		$1.16M Hold
3,086
– – 0.02% 215
2021
Q3 		$916K Hold
3,086
– – 0.02% 229
2021
Q2 		$929K Sell
3,086
-373
-11% -$105K 0.02% 235
2021
Q1 		$854K Buy
3,459
+36
+1% +$8.38K 0.02% 241
2020
Q4 		$790K Sell
3,423
-16
-0.5% -$3.67K 0.02% 240
2020
Q3 		$766K Buy
3,439
+1
+0% +$204 0.02% 226
2020
Q2 		$660K Buy
3,438
+339
+11% +$65.4K 0.02% 240
2020
Q1 		$616K Sell
3,099
-161
-5% -$34.5K 0.02% 221
2019
Q4 		$694K Sell
3,260
-458
-12% -$102K 0.02% 244
2019
Q3 		$912K Sell
3,718
-1,567
-30% -$393K 0.03% 215
2019
Q2 		$1.26M Buy
5,285
+394
+8% +$90.4K 0.04% 185
2019
Q1 		$1.06M Buy
4,891
+293
+6% +$61.3K 0.03% 193
2018
Q4 		$931K Buy
4,598
+161
+4% +$32.9K 0.04% 184
2018
Q3 		$894K Buy
4,437
+294
+7% +$63.5K 0.03% 213
2018
Q2 		$941K Buy
4,143
+1,295
+45% +$270K 0.03% 208
2018
Q1 		$570K Buy
2,848
+305
+12% +$59.4K 0.02% 229
2017
Q4 		$532K Sell
2,543
-152
-6% -$32.1K 0.02% 249
2017
Q3 		$577K Sell
2,695
-30
-1% -$6.2K 0.02% 236
2017
Q2 		$568K Sell
2,725
-1,200
-31% -$258K 0.02% 241
2017
Q1 		$859K Buy
3,925
+489
+14% +$108K 0.03% 199
2016
Q4 		$768K Buy
3,436
+826
+32% +$176K 0.03% 206
2016
Q3 		$583K Hold
2,610
– – 0.02% 233
2016
Q2 		$667K Buy
2,610
+112
+4% +$28.7K 0.03% 211
2016
Q1 		$689K Hold
2,498
– – 0.03% 207
2015
Q4 		$619K Buy
2,498
+220
+10% +$51.5K 0.03% 226
2015
Q3 		$482K Hold
2,278
– – 0.02% 259
2015
Q2 		$420K Sell
2,278
-10
-0.4% -$1.92K 0.02% 296
2015
Q1 		$451K Hold
2,288
– – 0.02% 292
2014
Q4 		$423K Buy
2,288
+303
+15% +$54.9K 0.02% 265
2014
Q3 		$329K Hold
1,985
– – 0.02% 320
2014
Q2 		$340K Sell
1,985
-1,225
-38% -$210K 0.02% 320
2014
Q1 		$542K Buy
3,210
+1,225
+62% +$198K 0.03% 251
2013
Q4 		$299K Sell
1,985
-41
-2% -$6.55K 0.02% 329
2013
Q3 		$326K Buy
2,026
+41
+2% +$6.5K 0.02% 337
2013
Q2 		$305K Buy
+1,985
New +$313K 0.02% 349

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

Evercore Wealth Management's PSA Position: Q1 2026 in Review

Evercore Wealth Management reduced its Public Storage (PSA) stake by 45% in Q1 2026, selling an estimated $279K and leaving 1,174 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #328.

Evercore Wealth Management first reported a position in PSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.26M in Q2 2019. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Evercore Wealth Management held 1,174 shares of Public Storage worth $318K as of Q1 2026.
  • Evercore Wealth Management sold 972 Public Storage shares in Q1 2026, an estimated $279K.
  • Public Storage made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #328 holding.
  • Evercore Wealth Management first reported a position in Public Storage in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Public Storage position peaked at $1.26M in Q2 2019.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.