Harbor Investment Advisory’s Public Storage PSA Stock Holding History

Harbor Investment Advisory’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 Q1	–	Sell	-197	Closed	-$51.2K	–	1334
2025 Q4	$51.2K	Buy	197 +2	+1%	+$560	﹤0.01%	657
2025 Q3	$56.4K	Buy	195 +6	+3%	+$1.72K	﹤0.01%	618
2025 Q2	$55.4K	Buy	189 +150	+385%	+$44.4K	﹤0.01%	610
2025 Q1	$11.7K	Hold	39	–	–	﹤0.01%	843
2024 Q4	$11.7K	Hold	39	–	–	﹤0.01%	836
2024 Q3	$14.2K	Sell	39 -1	-3%	-$325	﹤0.01%	806
2024 Q2	$11.5K	Buy	40 +1	+3%	+$276	﹤0.01%	831
2024 Q1	$11.3K	Hold	39	–	–	﹤0.01%	838
2023 Q4	$11.9K	Hold	39	–	–	﹤0.01%	810
2023 Q3	$10.3K	Hold	39	–	–	﹤0.01%	812
2023 Q2	$11.4K	Hold	39	–	–	﹤0.01%	1006
2023 Q1	$11.8K	Hold	39	–	–	﹤0.01%	1002
2022 Q4	$10.9K	Hold	39	–	–	﹤0.01%	1003
2022 Q3	$11K	Hold	39	–	–	﹤0.01%	1029
2022 Q2	$12K	Hold	39	–	–	﹤0.01%	1004
2022 Q1	$15K	Hold	39	–	–	﹤0.01%	993
2021 Q4	$15K	Hold	39	–	–	﹤0.01%	993
2021 Q3	$12K	Hold	39	–	–	﹤0.01%	1033
2021 Q2	$12K	Hold	39	–	–	﹤0.01%	986
2021 Q1	$10K	Hold	39	–	–	﹤0.01%	993
2020 Q4	$9K	Hold	39	–	–	﹤0.01%	945
2020 Q3	$9K	Buy	39 +34	+680%	+$6.95K	﹤0.01%	873
2020 Q2	$1K	Buy	+5	New	+$965	﹤0.01%	1104

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harbor Investment Advisory's PSA Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Public Storage (PSA) in Q1 2026, closing a stake of 197 shares — an estimated $51.2K sold.

Harbor Investment Advisory first reported a position in PSA in Q2 2020 and held it in 23 quarters. The position peaked at $56.4K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Harbor Investment Advisory reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 197 Public Storage shares in Q1 2026, an estimated $51.2K.
Harbor Investment Advisory first reported a position in Public Storage in Q2 2020 and held it in 23 quarters.
Harbor Investment Advisory's Public Storage position peaked at $56.4K in Q3 2025.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.