Freestone Capital Holdings
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Freestone Capital Holdings’s Public Storage PSA Stock Holding History

Freestone Capital Holdings’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 		$207K Buy
+733
New +$229K 0.01% 511
2022
Q3 		– Sell
-752
Closed -$235K – 425
2022
Q2 		$235K Sell
752
-1,046
-58% -$362K 0.01% 365
2022
Q1 		$702K Buy
1,798
+682
+61% +$248K 0.03% 293
2021
Q4 		$418K Buy
1,116
+178
+19% +$59.5K 0.02% 341
2021
Q3 		$279K Buy
938
+50
+6% +$15.7K 0.01% 360
2021
Q2 		$267K Buy
+888
New +$249K 0.01% 365
2021
Q1 		– Sell
-765
Closed -$177K – 932
2020
Q4 		$177K Hold
765
– – 0.01% 364
2020
Q3 		$170K Sell
765
-637
-45% -$130K 0.01% 346
2020
Q2 		$269K Buy
+1,402
New +$270K ﹤0.01% 296
2013
Q4 		– Sell
-13,700
Closed -$1.91M – 367
2013
Q3 		$1.91M Buy
+13,700
New +$2.17M 0.34% 51

Other funds holding PSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Freestone Capital Holdings's PSA Position: Q3 2026 in Review

Freestone Capital Holdings opened a new position in Public Storage (PSA) in Q3 2026: 733 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in PSA as recently as Q2 2022.

Freestone Capital Holdings first reported a position in PSA in Q3 2013 and has held it in 10 quarters since. The position peaked at $1.91M in Q3 2013. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Freestone Capital Holdings held 733 shares of Public Storage worth $207K as of Q3 2026.
  • Public Storage was a new Freestone Capital Holdings position in Q3 2026.
  • Public Storage made up 0.01% of Freestone Capital Holdings's portfolio in Q3 2026, its #511 holding.
  • Freestone Capital Holdings first reported a position in Public Storage in Q3 2013 and has held it in 10 quarters since.
  • Freestone Capital Holdings's Public Storage position peaked at $1.91M in Q3 2013.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.