Middleton & Co
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Middleton & Co’s Public Storage PSA Stock Holding History

Middleton & Co’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
Q3 		$813K Sell
2,875
-130
-4% -$40.7K 0.09% 104
2026
Q2 		$957K Sell
3,005
-84
-3% -$25.7K 0.1% 101
2026
Q1 		$837K Sell
3,089
-120
-4% -$34.4K 0.1% 102
2025
Q4 		$833K Sell
3,209
-440
-12% -$123K 0.09% 99
2025
Q3 		$1.05M Sell
3,649
-701
-16% -$201K 0.11% 94
2025
Q2 		$1.28M Sell
4,350
-825
-16% -$244K 0.14% 91
2025
Q1 		$1.55M Sell
5,175
-174
-3% -$52K 0.18% 82
2024
Q4 		$1.6M Sell
5,349
-110
-2% -$36.5K 0.18% 80
2024
Q3 		$1.99M Sell
5,459
-96
-2% -$31.2K 0.22% 76
2024
Q2 		$1.6M Sell
5,555
-725
-12% -$200K 0.19% 79
2024
Q1 		$1.82M Buy
6,280
+160
+3% +$45.9K 0.21% 78
2023
Q4 		$1.87M Buy
6,120
+125
+2% +$33.2K 0.23% 77
2023
Q3 		$1.58M Buy
5,995
+320
+6% +$89.7K 0.22% 78
2023
Q2 		$1.66M Sell
5,675
-300
-5% -$87.4K 0.22% 77
2023
Q1 		$1.81M Hold
5,975
– – 0.26% 73
2022
Q4 		$1.67M Buy
+5,975
New +$1.74M 0.25% 79
2022
Q3 		– Sell
-5,715
Closed -$1.79M – 159
2022
Q2 		$1.79M Sell
5,715
-175
-3% -$60.6K 0.23% 76
2022
Q1 		$2.3M Sell
5,890
-670
-10% -$243K 0.25% 76
2021
Q4 		$2.46M Buy
6,560
+120
+2% +$40.1K 0.24% 75
2021
Q3 		$1.91M Sell
6,440
-290
-4% -$91K 0.2% 83
2021
Q2 		$2.02M Buy
6,730
+20
+0.3% +$5.61K 0.22% 80
2021
Q1 		$1.66M Buy
6,710
+450
+7% +$105K 0.19% 84
2020
Q4 		$1.45M Buy
6,260
+300
+5% +$68.8K 0.17% 88
2020
Q3 		$1.33M Buy
5,960
+3,080
+107% +$629K 0.18% 86
2020
Q2 		$553K Buy
+2,880
New +$556K 0.08% 102

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Middleton & Co's PSA Position: Q3 2026 in Review

Middleton & Co reduced its Public Storage (PSA) stake by 4.3% in Q3 2026, selling an estimated $40.7K and leaving 2,875 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #104.

Middleton & Co first reported a position in PSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.46M in Q4 2021. 646 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Middleton & Co held 2,875 shares of Public Storage worth $813K as of Q3 2026.
  • Middleton & Co sold 130 Public Storage shares in Q3 2026, an estimated $40.7K.
  • Public Storage made up 0.09% of Middleton & Co's portfolio in Q3 2026, its #104 holding.
  • Middleton & Co first reported a position in Public Storage in Q2 2020 and has held it in 25 quarters since.
  • Middleton & Co's Public Storage position peaked at $2.46M in Q4 2021.
  • 646 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.