Lederer & Associates Investment Counsel’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $393K | Hold |
1,234
| – | – | 0.26% | 77 |
|
|
2026
Q1 | $334K | Hold |
1,234
| – | – | 0.24% | 78 |
|
|
2025
Q4 | $320K | Sell |
1,234
-27
| -2% | -$7.55K | 0.21% | 81 |
|
|
2025
Q3 | $364K | Sell |
1,261
-52
| -4% | -$14.9K | 0.24% | 78 |
|
|
2025
Q2 | $385K | Sell |
1,313
-16
| -1% | -$4.74K | 0.25% | 80 |
|
|
2025
Q1 | $398K | Sell |
1,329
-24
| -2% | -$7.18K | 0.29% | 73 |
|
|
2024
Q4 | $405K | Sell |
1,353
-51
| -4% | -$16.9K | 0.28% | 77 |
|
|
2024
Q3 | $511K | Hold |
1,404
| – | – | 0.36% | 70 |
|
|
2024
Q2 | $404K | Hold |
1,404
| – | – | 0.29% | 75 |
|
|
2024
Q1 | $407K | Buy |
1,404
+32
| +2% | +$9.17K | 0.28% | 78 |
|
|
2023
Q4 | $418K | Sell |
1,372
-44
| -3% | -$11.7K | 0.31% | 76 |
|
|
2023
Q3 | $373K | Hold |
1,416
| – | – | 0.3% | 74 |
|
|
2023
Q2 | $413K | Sell |
1,416
-44
| -3% | -$12.8K | 0.31% | 74 |
|
|
2023
Q1 | $441K | Hold |
1,460
| – | – | 0.34% | 77 |
|
|
2022
Q4 | $409K | Buy |
1,460
+69
| +5% | +$20.1K | 0.33% | 76 |
|
|
2022
Q3 | $407K | Buy |
1,391
+3
| +0.2% | +$976 | 0.34% | 75 |
|
|
2022
Q2 | $434K | Sell |
1,388
-632
| -31% | -$219K | 0.33% | 75 |
|
|
2022
Q1 | $788K | Sell |
2,020
-17
| -0.8% | -$6.17K | 0.48% | 66 |
|
|
2021
Q4 | $763K | Buy |
2,037
+345
| +20% | +$115K | 0.44% | 70 |
|
|
2021
Q3 | $503K | Buy |
1,692
+139
| +9% | +$43.6K | 0.32% | 71 |
|
|
2021
Q2 | $467K | Sell |
1,553
-83
| -5% | -$23.3K | 0.31% | 69 |
|
|
2021
Q1 | $404K | Sell |
1,636
-16
| -1% | -$3.73K | 0.28% | 69 |
|
|
2020
Q4 | $381K | Buy |
1,652
+33
| +2% | +$7.57K | 0.29% | 70 |
|
|
2020
Q3 | $361K | Buy |
1,619
+48
| +3% | +$9.81K | 0.3% | 69 |
|
|
2020
Q2 | $301K | Buy |
1,571
+6
| +0.4% | +$1.16K | 0.28% | 67 |
|
|
2020
Q1 | $311K | Sell |
1,565
-80
| -5% | -$17.1K | 0.35% | 65 |
|
|
2019
Q4 | $350K | Sell |
1,645
-20
| -1% | -$4.44K | 0.3% | 72 |
|
|
2019
Q3 | $408K | Hold |
1,665
| – | – | 0.39% | 65 |
|
|
2019
Q2 | $397K | Sell |
1,665
-190
| -10% | -$43.6K | 0.36% | 62 |
|
|
2019
Q1 | $404K | Hold |
1,855
| – | – | 0.38% | 65 |
|
|
2018
Q4 | $375K | Hold |
1,855
| – | – | 0.4% | 64 |
|
|
2018
Q3 | $374K | Hold |
1,855
| – | – | 0.32% | 71 |
|
|
2018
Q2 | $421K | Sell |
1,855
-425
| -19% | -$88.5K | 0.38% | 62 |
|
|
2018
Q1 | $457K | Buy |
2,280
+35
| +2% | +$6.82K | 0.41% | 61 |
|
|
2017
Q4 | $469K | Buy |
2,245
+140
| +7% | +$29.6K | 0.42% | 56 |
|
|
2017
Q3 | $450K | Sell |
2,105
-145
| -6% | -$30K | 0.43% | 53 |
|
|
2017
Q2 | $469K | Sell |
2,250
-140
| -6% | -$30.1K | 0.45% | 51 |
|
|
2017
Q1 | $523K | Buy |
2,390
+5
| +0.2% | +$1.11K | 0.49% | 53 |
|
|
2016
Q4 | $533K | Buy |
+2,385
| New | +$507K | 0.53% | 52 |
|
|
2015
Q3 | $283K | Hold |
1,335
| – | – | 0.31% | 62 |
|
|
2015
Q2 | $246K | Buy |
1,335
+100
| +8% | +$19.2K | 0.25% | 63 |
|
|
2015
Q1 | $243K | Hold |
1,235
| – | – | 0.24% | 68 |
|
|
2014
Q4 | $228K | Buy |
+1,235
| New | +$224K | 0.23% | 69 |
|
Other funds holding PSA
CIM
DPIM
Lederer & Associates Investment Counsel's PSA Position: Q2 2026 in Review
Lederer & Associates Investment Counsel held its Public Storage (PSA) position steady in Q2 2026 at 1,234 shares worth $393K. The position accounts for 0.26% of the portfolio, ranked #77.
Lederer & Associates Investment Counsel first reported a position in PSA in Q4 2014 and has held it in 43 quarters since. The position peaked at $788K in Q1 2022. 679 funds tracked by Wall St. Rank hold PSA as of Q2 2026.
- Lederer & Associates Investment Counsel held 1,234 shares of Public Storage worth $393K as of Q2 2026.
- Lederer & Associates Investment Counsel left its Public Storage share count unchanged in Q2 2026.
- Public Storage made up 0.26% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #77 holding.
- Lederer & Associates Investment Counsel first reported a position in Public Storage in Q4 2014 and has held it in 43 quarters since.
- Lederer & Associates Investment Counsel's Public Storage position peaked at $788K in Q1 2022.
- 679 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.
Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.