Excalibur Management’s Public Storage PSA Stock Holding History

Excalibur 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 Q2	$212K	Buy	+666	New	+$204K	0.07%	164
2025 Q4	–	Sell	-798	Closed	-$231K	–	169
2025 Q3	$231K	Hold	798	–	–	0.08%	154
2025 Q2	$234K	Hold	798	–	–	0.09%	150
2025 Q1	$239K	Hold	798	–	–	0.09%	147
2024 Q4	$239K	Sell	798 -10	-1%	-$3.32K	0.09%	149
2024 Q3	$294K	Sell	808 -5	-0.6%	-$1.62K	0.11%	139
2024 Q2	$234K	Buy	813 +18	+2%	+$4.96K	0.1%	150
2024 Q1	$231K	Buy	795 +5	+0.6%	+$1.43K	0.1%	146
2023 Q4	$241K	Sell	790 -40	-5%	-$10.6K	0.11%	143
2023 Q3	$219K	Hold	830	–	–	0.11%	139
2023 Q2	$242K	Hold	830	–	–	0.12%	136
2023 Q1	$251K	Hold	830	–	–	0.13%	132
2022 Q4	$233K	Hold	830	–	–	0.12%	135
2022 Q3	$243K	Hold	830	–	–	0.14%	128
2022 Q2	$260K	Hold	830	–	–	0.14%	125
2022 Q1	$324K	Hold	830	–	–	0.14%	122
2021 Q4	$311K	Hold	830	–	–	0.13%	131
2021 Q3	$247K	Hold	830	–	–	0.11%	141
2021 Q2	$250K	Sell	830 -10	-1%	-$2.81K	0.11%	142
2021 Q1	$207K	Buy	+840	New	+$196K	0.1%	147

Other funds holding PSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Excalibur Management's PSA Position: Q2 2026 in Review

Excalibur Management opened a new position in Public Storage (PSA) in Q2 2026: 666 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #164 among its holdings. This is a return to the name: Excalibur Management previously reported a position in PSA as recently as Q3 2025.

Excalibur Management first reported a position in PSA in Q1 2021 and has held it in 20 quarters since. The position peaked at $324K in Q1 2022. 1,119 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Excalibur Management held 666 shares of Public Storage worth $212K as of Q2 2026.
Public Storage was a new Excalibur Management position in Q2 2026.
Public Storage made up 0.07% of Excalibur Management's portfolio in Q2 2026, its #164 holding.
Excalibur Management first reported a position in Public Storage in Q1 2021 and has held it in 20 quarters since.
Excalibur Management's Public Storage position peaked at $324K in Q1 2022.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.