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 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 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 $3.38T AUM 44.17% 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

Generation Capital Management's PSA Position: Q2 2026 in Review

Generation Capital Management held its Public Storage (PSA) position steady in Q2 2026 at 2,928 shares worth $932K. The position accounts for 0.57% of the portfolio, ranked #49.

Generation Capital Management first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Generation Capital Management held 2,928 shares of Public Storage worth $932K as of Q2 2026.
Generation Capital Management left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.57% of Generation Capital Management's portfolio in Q2 2026, its #49 holding.
Generation Capital Management first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.