Loudon Investment Management’s Public Storage PSA Stock Holding History

Loudon 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 Q1	$650K	Hold	2,400	–	–	0.35%	64
2025 Q4	$623K	Hold	2,400	–	–	0.33%	63
2025 Q3	$693K	Hold	2,400	–	–	0.36%	59
2025 Q2	$704K	Hold	2,400	–	–	0.39%	61
2025 Q1	$718K	Hold	2,400	–	–	0.41%	60
2024 Q4	$719K	Hold	2,400	–	–	0.41%	56
2024 Q3	$873K	Hold	2,400	–	–	0.48%	51
2024 Q2	$690K	Hold	2,400	–	–	0.41%	52
2024 Q1	$696K	Hold	2,400	–	–	0.4%	56
2023 Q4	$732K	Hold	2,400	–	–	0.45%	56
2023 Q3	$632K	Hold	2,400	–	–	0.44%	56
2023 Q2	$701K	Hold	2,400	–	–	0.46%	54
2023 Q1	$725K	Hold	2,400	–	–	0.5%	53
2022 Q4	$672K	Hold	2,400	–	–	0.49%	58
2022 Q3	$703K	Hold	2,400	–	–	0.56%	50
2022 Q2	$750K	Hold	2,400	–	–	0.56%	51
2022 Q1	$937K	Sell	2,400 -2,329	-49%	-$845K	0.62%	43
2021 Q4	$1.77M	Hold	4,729	–	–	1.13%	30
2021 Q3	$1.41M	Sell	4,729 -170	-3%	-$53.3K	1%	36
2021 Q2	$1.47M	Sell	4,899 -1,106	-18%	-$310K	1%	36
2021 Q1	$1.48M	Hold	6,005	–	–	1.06%	32
2020 Q4	$1.39M	Hold	6,005	–	–	1.08%	33
2020 Q3	$1.34M	Sell	6,005 -110	-2%	-$22.5K	1.13%	33
2020 Q2	$1.17M	Sell	6,115 -500	-8%	-$96.5K	1.01%	33
2020 Q1	$1.31M	Sell	6,615 -3	-0%	-$643	1.38%	26
2019 Q4	$1.41M	Sell	6,618 -67	-1%	-$14.9K	1.1%	35
2019 Q3	$1.64M	Sell	6,685 -393	-6%	-$98.7K	1.38%	26
2019 Q2	$1.69M	Hold	7,078	–	–	1.43%	25
2019 Q1	$1.54M	Sell	7,078 -100	-1%	-$20.9K	1.35%	24
2018 Q4	$1.45M	Sell	7,178 -270	-4%	-$55.1K	1.38%	26
2018 Q3	$1.5M	Hold	7,448	–	–	1.21%	31
2018 Q2	$1.69M	Sell	7,448 -5	-0.1%	-$1.04K	1.35%	30
2018 Q1	$1.49M	Sell	7,453 -175	-2%	-$34.1K	1.19%	33
2017 Q4	$1.59M	Buy	7,628 +178	+2%	+$37.6K	1.21%	34
2017 Q3	$1.59M	Buy	7,450 +1,205	+19%	+$249K	1.25%	31
2017 Q2	$1.3M	Buy	6,245 +110	+2%	+$23.7K	0.99%	38
2017 Q1	$1.34M	Buy	6,135 +1,247	+26%	+$276K	1.02%	35
2016 Q4	$1.09M	Hold	4,888	–	–	0.85%	37
2016 Q3	$1.09M	Hold	4,888	–	–	0.85%	38
2016 Q2	$1.25M	Sell	4,888 -400	-8%	-$103K	1%	34
2016 Q1	$1.46M	Sell	5,288 -42	-0.8%	-$10.6K	1.17%	28
2015 Q4	$1.32M	Hold	5,330	–	–	1.06%	32
2015 Q3	$1.13M	Buy	5,330 +4	+0.1%	+$815	0.97%	33
2015 Q2	$982K	Hold	5,326	–	–	0.74%	37
2015 Q1	$1.05M	Sell	5,326 -1,362	-20%	-$270K	0.8%	39
2014 Q4	$1.24M	Hold	6,688	–	–	0.92%	34
2014 Q3	$1.11M	Hold	6,688	–	–	0.79%	40
2014 Q2	$1.15M	Hold	6,688	–	–	0.79%	40
2014 Q1	$1.13M	Hold	6,688	–	–	0.81%	39
2013 Q4	$1.01M	Buy	+6,688	New	+$1.07M	0.74%	39

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loudon Investment Management's PSA Position: Q1 2026 in Review

Loudon Investment Management held its Public Storage (PSA) position steady in Q1 2026 at 2,400 shares worth $650K. The position accounts for 0.35% of the portfolio, ranked #64.

Loudon Investment Management first reported a position in PSA in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.77M in Q4 2021. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Loudon Investment Management held 2,400 shares of Public Storage worth $650K as of Q1 2026.
Loudon Investment Management left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.35% of Loudon Investment Management's portfolio in Q1 2026, its #64 holding.
Loudon Investment Management first reported a position in Public Storage in Q4 2013 and has held it in 50 quarters since.
Loudon Investment Management's Public Storage position peaked at $1.77M in Q4 2021.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.