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Longfellow Investment Management’s Public Storage PSA Stock Holding History

Longfellow Investment Management’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 		$3.18M Sell
9,997
-3,333
-25% -$1.02M 0.65% 29
2026
Q1 		$3.61M Hold
13,330
– – 0.75% 24
2025
Q4 		$3.46M Buy
13,330
+10,983
+468% +$3.07M 0.78% 15
2025
Q3 		$678K Buy
2,347
+632
+37% +$181K 0.16% 101
2025
Q2 		$503K Hold
1,715
– – 0.12% 104
2025
Q1 		$513K Buy
1,715
+642
+60% +$192K 0.13% 98
2024
Q4 		$321K Sell
1,073
-68
-6% -$22.6K 0.08% 123
2024
Q3 		$415K Buy
1,141
+6
+0.5% +$1.95K 0.1% 114
2024
Q2 		$326K Buy
1,135
+8
+0.7% +$2.21K 0.08% 117
2024
Q1 		$327K Buy
1,127
+9
+0.8% +$2.58K 0.07% 123
2023
Q4 		$341K Hold
1,118
– – 0.08% 118
2023
Q3 		$295K Hold
1,118
– – 0.08% 107
2023
Q2 		$326K Buy
1,118
+45
+4% +$13.1K 0.07% 120
2023
Q1 		$324K Hold
1,073
– – 0.07% 124
2022
Q4 		$301K Buy
+1,073
New +$313K 0.07% 139
2022
Q2 		– Sell
-965
Closed -$377K – 394
2022
Q1 		$377K Hold
965
– – 0.06% 182
2021
Q4 		$362K Hold
965
– – 0.06% 175
2021
Q3 		$287K Hold
965
– – 0.05% 195
2021
Q2 		$291K Sell
965
-633
-40% -$178K 0.04% 207
2021
Q1 		$395K Buy
1,598
+821
+106% +$191K 0.05% 257
2020
Q4 		$180K Buy
+777
New +$178K 0.02% 275

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

Longfellow Investment Management's PSA Position: Q2 2026 in Review

Longfellow Investment Management reduced its Public Storage (PSA) stake by 25% in Q2 2026, selling an estimated $1.02M and leaving 9,997 shares worth $3.18M. The position accounts for 0.65% of the portfolio, ranked #29.

Longfellow Investment Management first reported a position in PSA in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.61M in Q1 2026. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Longfellow Investment Management held 9,997 shares of Public Storage worth $3.18M as of Q2 2026.
  • Longfellow Investment Management sold 3,333 Public Storage shares in Q2 2026, an estimated $1.02M.
  • Public Storage made up 0.65% of Longfellow Investment Management's portfolio in Q2 2026, its #29 holding.
  • Longfellow Investment Management first reported a position in Public Storage in Q4 2020 and has held it in 21 quarters since.
  • Longfellow Investment Management's Public Storage position peaked at $3.61M in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.