Old Port Advisors’s Public Storage PSA Stock Holding History

Old Port Advisors’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	$801K	Sell	2,517 -133	-5%	-$40.7K	0.16%	136
2026 Q1	$718K	Sell	2,650 -405	-13%	-$116K	0.17%	133
2025 Q4	$793K	Sell	3,055 -373	-11%	-$104K	0.19%	125
2025 Q3	$990K	Sell	3,428 -1,024	-23%	-$294K	0.25%	115
2025 Q2	$1.31M	Sell	4,452 -1,469	-25%	-$435K	0.36%	92
2025 Q1	$1.77M	Sell	5,921 -383	-6%	-$115K	0.52%	70
2024 Q4	$1.89M	Sell	6,304 -45	-0.7%	-$14.9K	0.54%	62
2024 Q3	$2.31M	Sell	6,349 -73	-1%	-$23.7K	0.64%	51
2024 Q2	$1.85M	Buy	6,422 +54	+0.8%	+$14.9K	0.55%	60
2024 Q1	$1.85M	Buy	6,368 +757	+13%	+$217K	0.57%	62
2023 Q4	$1.71M	Buy	5,611 +484	+9%	+$128K	0.57%	62
2023 Q3	$1.35M	Buy	+5,127	New	+$1.44M	0.49%	75
2023 Q1	$1.51M	Buy	4,801 +339	+8%	+$99.7K	0.54%	70
2022 Q4	$1.25M	Buy	4,462 +273	+7%	+$79.6K	0.47%	77
2022 Q3	$1.23M	Buy	4,189 +150	+4%	+$48.8K	0.49%	83
2022 Q2	$1.27M	Buy	4,039 +120	+3%	+$41.5K	0.49%	72
2022 Q1	$1.55M	Buy	3,919 +36	+0.9%	+$13.1K	0.53%	62
2021 Q4	$1.42M	Buy	3,883 +118	+3%	+$39.4K	0.48%	70
2021 Q3	$1.14M	Buy	3,765 +522	+16%	+$164K	0.41%	77
2021 Q2	$1.01M	Buy	3,243 +2,007	+162%	+$563K	0.37%	80
2021 Q1	$305K	Buy	+1,236	New	+$288K	0.12%	169

Other funds holding PSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Old Port Advisors's PSA Position: Q2 2026 in Review

Old Port Advisors reduced its Public Storage (PSA) stake by 5% in Q2 2026, selling an estimated $40.7K and leaving 2,517 shares worth $801K. The position accounts for 0.16% of the portfolio, ranked #136.

Old Port Advisors first reported a position in PSA in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.31M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Old Port Advisors held 2,517 shares of Public Storage worth $801K as of Q2 2026.
Old Port Advisors sold 133 Public Storage shares in Q2 2026, an estimated $40.7K.
Public Storage made up 0.16% of Old Port Advisors's portfolio in Q2 2026, its #136 holding.
Old Port Advisors first reported a position in Public Storage in Q1 2021 and has held it in 21 quarters since.
Old Port Advisors's Public Storage position peaked at $2.31M in Q3 2024.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.