FAM
PSA icon

Fulcrum Asset Management’s Public Storage PSA Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-2,107
Closed -$482K – 337
2025
Q1 		$482K Buy
+2,107
New +$630K 0.09% 150

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Fulcrum Asset Management's PSA Position: Q1 2026 in Review

Fulcrum Asset Management reduced its Public Storage (PSA) stake by 94% in Q1 2026, selling an estimated $569K and leaving 135 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #199.

Fulcrum Asset Management first reported a position in PSA in Q2 2025 and has held it in 4 quarters since. The position peaked at $657K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Fulcrum Asset Management held 135 shares of Public Storage worth $35.8K as of Q1 2026.
  • Fulcrum Asset Management sold 1,986 Public Storage shares in Q1 2026, an estimated $569K.
  • Public Storage made up 0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #199 holding.
  • Fulcrum Asset Management first reported a position in Public Storage in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Public Storage position peaked at $657K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.