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 Q3	$239K	Hold	846	–	–	0.13%	154
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%	+$7.18K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Patrick M. Sweeney & Associates's PSA Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its Public Storage (PSA) position steady in Q3 2026 at 846 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #154.

Patrick M. Sweeney & Associates first reported a position in PSA in Q4 2023 and has held it in 12 quarters since. The position peaked at $378K in Q3 2024. 623 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Patrick M. Sweeney & Associates held 846 shares of Public Storage worth $239K as of Q3 2026.
Patrick M. Sweeney & Associates left its Public Storage share count unchanged in Q3 2026.
Public Storage made up 0.13% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #154 holding.
Patrick M. Sweeney & Associates first reported a position in Public Storage in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Public Storage position peaked at $378K in Q3 2024.
623 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.