PMSA
PSA icon

Patrick M. Sweeney & Associates’s Public Storage PSA Stock Holding History

Patrick M. Sweeney & 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
2026
Q2 		$269K Sell
846
-242
-22% -$74K 0.15% 145
2026
Q1 		$295K Hold
1,088
– – 0.19% 129
2025
Q4 		$282K Sell
1,088
-7
-0.6% -$1.96K 0.18% 130
2025
Q3 		$316K Buy
1,095
+25
+2% +$7.17K 0.2% 118
2025
Q2 		$317K Buy
1,070
+36
+3% +$10.7K 0.22% 114
2025
Q1 		$310K Sell
1,034
-5
-0.5% -$1.5K 0.23% 108
2024
Q4 		$311K Hold
1,039
– – 0.23% 111
2024
Q3 		$378K Buy
1,039
+130
+14% +$42.2K 0.28% 89
2024
Q2 		$261K Buy
909
+75
+9% +$20.7K 0.21% 115
2024
Q1 		$242K Buy
834
+91
+12% +$26.1K 0.2% 119
2023
Q4 		$227K Buy
+743
New +$197K 0.21% 107

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Patrick M. Sweeney & Associates's PSA Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Public Storage (PSA) stake by 22% in Q2 2026, selling an estimated $74K and leaving 846 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #145.

Patrick M. Sweeney & Associates first reported a position in PSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $378K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Patrick M. Sweeney & Associates held 846 shares of Public Storage worth $269K as of Q2 2026.
  • Patrick M. Sweeney & Associates sold 242 Public Storage shares in Q2 2026, an estimated $74K.
  • Public Storage made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #145 holding.
  • Patrick M. Sweeney & Associates first reported a position in Public Storage in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Public Storage position peaked at $378K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.