Everence Capital Management’s Public Storage PSA Stock Holding History

Everence Capital 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	$352K	Hold	1,300	–	–	0.02%	506
2025 Q4	$337K	Hold	1,300	–	–	0.02%	543
2025 Q3	$376K	Hold	1,300	–	–	0.02%	498
2025 Q2	$381K	Sell	1,300 -2,700	-68%	-$799K	0.02%	477
2025 Q1	$1.2M	Buy	4,000 +160	+4%	+$47.9K	0.08%	203
2024 Q4	$1.15M	Sell	3,840 -870	-18%	-$289K	0.07%	206
2024 Q3	$1.71M	Sell	4,710 -1,280	-21%	-$416K	0.11%	153
2024 Q2	$1.55K	Hold	5,990	–	–	0.11%	170
2024 Q1	$1.74K	Hold	5,990	–	–	0.11%	161
2023 Q4	$1.83M	Buy	5,990 +1,280	+27%	+$340K	0.13%	149
2023 Q3	$1.24K	Buy	4,710 +1,440	+44%	+$404K	0.1%	172
2023 Q2	$926K	Hold	3,270	–	–	0.08%	219
2023 Q1	$988	Hold	3,270	–	–	0.08%	219
2022 Q4	$916	Sell	3,270 -1,220	-27%	-$356K	0.08%	216
2022 Q3	$1.31M	Hold	4,490	–	–	0.12%	148
2022 Q2	$1.4M	Hold	4,490	–	–	0.13%	147
2022 Q1	$1.75M	Hold	4,490	–	–	0.13%	131
2021 Q4	$1.68M	Hold	4,490	–	–	0.13%	145
2021 Q3	$1.33M	Hold	4,490	–	–	0.11%	158
2021 Q2	$1.35M	Hold	4,490	–	–	0.11%	158
2021 Q1	$1.11M	Buy	4,490 +1,320	+42%	+$307K	0.1%	169
2020 Q4	$732K	Buy	3,170 +1,250	+65%	+$287K	0.07%	232
2020 Q3	$428K	Hold	1,920	–	–	0.05%	349
2020 Q2	$389K	Hold	1,920	–	–	0.05%	377
2020 Q1	$381K	Hold	1,920	–	–	0.05%	309
2019 Q4	$409K	Sell	1,920 -1,571	-45%	-$349K	0.06%	356
2019 Q3	$856K	Hold	3,491	–	–	0.14%	154
2019 Q2	$831K	Hold	3,491	–	–	0.14%	156
2019 Q1	$760K	Buy	3,491 +1,175	+51%	+$246K	0.13%	166
2018 Q4	$469K	Hold	2,316	–	–	0.11%	210
2018 Q3	$467K	Hold	2,316	–	–	0.09%	236
2018 Q2	$525K	Hold	2,316	–	–	0.11%	216
2018 Q1	$464K	Sell	2,316 -1,510	-39%	-$294K	0.1%	232
2017 Q4	$800K	Hold	3,826	–	–	0.18%	144
2017 Q3	$819K	Hold	3,826	–	–	0.19%	150
2017 Q2	$798K	Buy	3,826 +1,620	+73%	+$348K	0.2%	145
2017 Q1	$483K	Hold	2,206	–	–	0.13%	205
2016 Q4	$493K	Sell	2,206 -936	-30%	-$199K	0.14%	190
2016 Q3	$701K	Hold	3,142	–	–	0.21%	140
2016 Q2	$803K	Hold	3,142	–	–	0.25%	116
2016 Q1	$867K	Hold	3,142	–	–	0.27%	119
2015 Q4	$778K	Hold	3,142	–	–	0.25%	122
2015 Q3	$665K	Hold	3,142	–	–	0.23%	134
2015 Q2	$579K	Hold	3,142	–	–	0.19%	162
2015 Q1	$620K	Hold	3,142	–	–	0.21%	148
2014 Q4	$581K	Hold	3,142	–	–	0.2%	152
2014 Q3	$550K	Hold	3,142	–	–	0.2%	153
2014 Q2	$538K	Hold	3,142	–	–	0.2%	154
2014 Q1	$529K	Hold	3,142	–	–	0.21%	151
2013 Q4	$473K	Hold	3,142	–	–	0.19%	161
2013 Q3	$504K	Hold	3,142	–	–	0.22%	139
2013 Q2	$482K	Buy	+3,142	New	+$495K	0.22%	137

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everence Capital Management's PSA Position: Q1 2026 in Review

Everence Capital Management held its Public Storage (PSA) position steady in Q1 2026 at 1,300 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #506.

Everence Capital Management first reported a position in PSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q4 2023. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Everence Capital Management held 1,300 shares of Public Storage worth $352K as of Q1 2026.
Everence Capital Management left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #506 holding.
Everence Capital Management first reported a position in Public Storage in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Public Storage position peaked at $1.83M in Q4 2023.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.