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Heartland Advisors’s Public Storage PSA Stock Holding History

Heartland Advisors’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 		$22.1M Sell
69,500
-9,422
-12% -$2.88M 0.99% 18
2026
Q1 		$21.4M Sell
78,922
-2,071
-3% -$594K 1.09% 15
2025
Q4 		$21M Sell
80,993
-7,613
-9% -$2.13M 1.13% 10
2025
Q3 		$25.6M Sell
88,606
-2,911
-3% -$836K 1.35% 7
2025
Q2 		$26.9M Buy
91,517
+3,433
+4% +$1.02M 1.5% 5
2025
Q1 		$26.4M Sell
88,084
-812
-0.9% -$243K 1.51% 4
2024
Q4 		$26.6M Sell
88,896
-4,216
-5% -$1.4M 1.45% 6
2024
Q3 		$33.9M Sell
93,112
-6,699
-7% -$2.17M 1.78% 4
2024
Q2 		$28.7M Buy
99,811
+17,278
+21% +$4.76M 1.61% 6
2024
Q1 		$23.9M Buy
82,533
+7,211
+10% +$2.07M 1.25% 11
2023
Q4 		$23M Buy
+75,322
New +$20M 1.2% 13
2023
Q1 		– Sell
-2,973
Closed -$833K – 188
2022
Q4 		$833K Sell
2,973
-1,362
-31% -$397K 0.05% 181
2022
Q3 		$1.27M Buy
4,335
+1,232
+40% +$401K 0.09% 175
2022
Q2 		$970K Buy
3,103
+11
+0.4% +$3.81K 0.07% 185
2022
Q1 		$1.21M Sell
3,092
-6,077
-66% -$2.21M 0.07% 189
2021
Q4 		$3.43M Sell
9,169
-6,219
-40% -$2.08M 0.2% 160
2021
Q3 		$4.57M Sell
15,388
-24,128
-61% -$7.57M 0.28% 142
2021
Q2 		$11.9M Sell
39,516
-10,664
-21% -$2.99M 0.69% 42
2021
Q1 		$12.4M Buy
50,180
+2,638
+6% +$614K 0.78% 31
2020
Q4 		$11M Buy
47,542
+4,673
+11% +$1.07M 0.78% 34
2020
Q3 		$9.55M Buy
42,869
+16,326
+62% +$3.34M 0.83% 34
2020
Q2 		$5.09M Buy
26,543
+664
+3% +$128K 0.45% 100
2020
Q1 		$5.14M Buy
25,879
+24,812
+2,325% +$5.31M 0.55% 78
2019
Q4 		$227K Buy
+1,067
New +$237K 0.02% 193

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heartland Advisors's PSA Position: Q2 2026 in Review

Heartland Advisors reduced its Public Storage (PSA) stake by 12% in Q2 2026, selling an estimated $2.88M and leaving 69,500 shares worth $22.1M. The position accounts for 0.99% of the portfolio, ranked #18.

Heartland Advisors first reported a position in PSA in Q4 2019 and has held it in 24 quarters since. The position peaked at $33.9M in Q3 2024. 1,122 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Heartland Advisors held 69,500 shares of Public Storage worth $22.1M as of Q2 2026.
  • Heartland Advisors sold 9,422 Public Storage shares in Q2 2026, an estimated $2.88M.
  • Public Storage made up 0.99% of Heartland Advisors's portfolio in Q2 2026, its #18 holding.
  • Heartland Advisors first reported a position in Public Storage in Q4 2019 and has held it in 24 quarters since.
  • Heartland Advisors's Public Storage position peaked at $33.9M in Q3 2024.
  • 1,122 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.