Generation Capital Management
PSA icon

Generation Capital Management’s Public Storage PSA Stock Holding History

Generation 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
Q3 		$828K Hold
2,928
– – 0.5% 46
2026
Q2 		$932K Hold
2,928
– – 0.57% 49
2026
Q1 		$793K Hold
2,928
– – 0.58% 43
2025
Q4 		$760K Hold
2,928
– – 0.49% 47
2025
Q3 		$846K Sell
2,928
-39
-1% -$11.2K 0.61% 42
2025
Q2 		$871K Buy
2,967
+39
+1% +$11.5K 0.69% 41
2025
Q1 		$876K Hold
2,928
– – 0.79% 33
2024
Q4 		$877K Buy
+2,928
New +$972K 0.75% 33

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

Generation Capital Management's PSA Position: Q3 2026 in Review

Generation Capital Management held its Public Storage (PSA) position steady in Q3 2026 at 2,928 shares worth $828K. The position accounts for 0.5% of the portfolio, ranked #46.

Generation Capital Management first reported a position in PSA in Q4 2024 and has held it in 8 quarters since. The position peaked at $932K in Q2 2026. 968 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Generation Capital Management held 2,928 shares of Public Storage worth $828K as of Q3 2026.
  • Generation Capital Management left its Public Storage share count unchanged in Q3 2026.
  • Public Storage made up 0.5% of Generation Capital Management's portfolio in Q3 2026, its #46 holding.
  • Generation Capital Management first reported a position in Public Storage in Q4 2024 and has held it in 8 quarters since.
  • Generation Capital Management's Public Storage position peaked at $932K in Q2 2026.
  • 968 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Generation Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.