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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heartland Bank & Trust's PSA Position: Q1 2026 in Review

Heartland Bank & Trust increased its Public Storage (PSA) stake by 3.1% in Q1 2026, buying an estimated $8.03K and bringing the position to 933 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #181.

Heartland Bank & Trust first reported a position in PSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $531K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Heartland Bank & Trust held 933 shares of Public Storage worth $253K as of Q1 2026.
  • Heartland Bank & Trust bought 28 Public Storage shares in Q1 2026, an estimated $8.03K.
  • Public Storage made up 0.06% of Heartland Bank & Trust's portfolio in Q1 2026, its #181 holding.
  • Heartland Bank & Trust first reported a position in Public Storage in Q4 2022 and has held it in 14 quarters since.
  • Heartland Bank & Trust's Public Storage position peaked at $531K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.