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Heartland Bank & Trust’s Public Storage PSA Stock Holding History

Heartland Bank & Trust’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 		$293K Sell
922
-11
-1% -$3.37K 0.06% 177
2026
Q1 		$253K Buy
933
+28
+3% +$8.03K 0.06% 181
2025
Q4 		$235K Sell
905
-21
-2% -$5.88K 0.1% 141
2025
Q3 		$267K Sell
926
-5
-0.5% -$1.44K 0.11% 147
2025
Q2 		$273K Sell
931
-735
-44% -$218K 0.13% 151
2025
Q1 		$499K Buy
1,666
+258
+18% +$77.2K 0.26% 91
2024
Q4 		$422K Sell
1,408
-51
-3% -$16.9K 0.23% 91
2024
Q3 		$531K Sell
1,459
-51
-3% -$16.6K 0.29% 83
2024
Q2 		$434K Buy
1,510
+65
+4% +$17.9K 0.25% 93
2024
Q1 		$419K Sell
1,445
-60
-4% -$17.2K 0.24% 98
2023
Q4 		$459K Sell
1,505
-81
-5% -$21.5K 0.32% 79
2023
Q3 		$418K Buy
1,586
+23
+1% +$6.45K 0.33% 87
2023
Q2 		$456K Sell
1,563
-143
-8% -$41.7K 0.36% 84
2023
Q1 		$515K Buy
1,706
+113
+7% +$33.2K 0.39% 80
2022
Q4 		$446K Buy
+1,593
New +$465K 0.33% 90

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 Bank & Trust's PSA Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Public Storage (PSA) stake by 1.2% in Q2 2026, selling an estimated $3.37K and leaving 922 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #177.

Heartland Bank & Trust first reported a position in PSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $531K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Heartland Bank & Trust held 922 shares of Public Storage worth $293K as of Q2 2026.
  • Heartland Bank & Trust sold 11 Public Storage shares in Q2 2026, an estimated $3.37K.
  • Public Storage made up 0.06% of Heartland Bank & Trust's portfolio in Q2 2026, its #177 holding.
  • Heartland Bank & Trust first reported a position in Public Storage in Q4 2022 and has held it in 15 quarters since.
  • Heartland Bank & Trust's Public Storage position peaked at $531K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.