Montag & Associates’s Public Storage PSA Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-9	Closed	-$2.6K	–	1118
2025 Q3	$2.6K	Buy	+9	New	+$2.58K	﹤0.01%	888
2024 Q2	–	Sell	-275	Closed	-$79.8K	–	999
2024 Q1	$79.8K	Hold	275	–	–	﹤0.01%	522
2023 Q4	$83.9K	Hold	275	–	–	﹤0.01%	491
2023 Q3	$72.5K	Hold	275	–	–	﹤0.01%	490
2023 Q2	$80.3K	Hold	275	–	–	﹤0.01%	493
2023 Q1	$83.1K	Hold	275	–	–	0.01%	480
2022 Q4	$77.1K	Hold	275	–	–	0.01%	480
2022 Q3	$81K	Hold	275	–	–	0.01%	467
2022 Q2	$86K	Hold	275	–	–	0.01%	459
2022 Q1	$107K	Hold	275	–	–	0.01%	459
2021 Q4	$103K	Hold	275	–	–	0.01%	474
2021 Q3	$82K	Hold	275	–	–	﹤0.01%	497
2021 Q2	$83K	Hold	275	–	–	﹤0.01%	492
2021 Q1	$68K	Hold	275	–	–	﹤0.01%	516
2020 Q4	$64K	Buy	+275	New	+$63K	﹤0.01%	509

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Montag & Associates's PSA Position: Q4 2025 in Review

Montag & Associates sold out of Public Storage (PSA) in Q4 2025, closing a stake of 9 shares — an estimated $2.6K sold.

Montag & Associates first reported a position in PSA in Q4 2020 and held it in 15 quarters. The position peaked at $107K in Q1 2022. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Montag & Associates reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 9 Public Storage shares in Q4 2025, an estimated $2.6K.
Montag & Associates first reported a position in Public Storage in Q4 2020 and held it in 15 quarters.
Montag & Associates's Public Storage position peaked at $107K in Q1 2022.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.