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Morningstar Investment Management’s Public Storage PSA Stock Holding History

Morningstar 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 		$658K Hold
2,430
– – 0.04% 237
2026
Q1 		$658K Buy
2,430
+984
+68% +$282K 0.04% 235
2025
Q4 		$375K Sell
1,446
-4,085
-74% -$1.14M 0.02% 295
2025
Q3 		$1.6M Buy
+5,531
New +$1.59M 0.06% 287
2025
Q1 		– Sell
-1,351
Closed -$405K – 186
2024
Q4 		$405K Hold
1,351
– – 0.03% 137
2024
Q3 		$464K Buy
1,351
+23
+2% +$7.47K 0.05% 139
2024
Q2 		$382K Hold
1,328
– – 0.04% 144
2024
Q1 		$385K Hold
1,328
– – 0.04% 140
2023
Q4 		$405K Buy
1,328
+25
+2% +$6.63K 0.05% 133
2023
Q3 		$343K Hold
1,303
– – 0.05% 116
2023
Q2 		$380K Buy
+1,303
New +$380K 0.05% 116

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Morningstar Investment Management held its Public Storage (PSA) position steady in Q2 2026 at 2,430 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #237.

Morningstar Investment Management first reported a position in PSA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q3 2025. 322 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Morningstar Investment Management held 2,430 shares of Public Storage worth $658K as of Q2 2026.
  • Morningstar Investment Management left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #237 holding.
  • Morningstar Investment Management first reported a position in Public Storage in Q2 2023 and has held it in 11 quarters since.
  • Morningstar Investment Management's Public Storage position peaked at $1.6M in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.