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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patrick M. Sweeney & Associates's PSA Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Public Storage (PSA) position steady in Q1 2026 at 1,088 shares worth $295K. The position accounts for 0.19% of the portfolio, ranked #129.

Patrick M. Sweeney & Associates first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $378K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Patrick M. Sweeney & Associates held 1,088 shares of Public Storage worth $295K as of Q1 2026.
Patrick M. Sweeney & Associates left its Public Storage share count unchanged in Q1 2026.
Public Storage made up 0.19% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #129 holding.
Patrick M. Sweeney & Associates first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Public Storage position peaked at $378K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.