Pinnacle Associates
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Pinnacle Associates’s Public Storage PSA Stock Holding History

Pinnacle 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 		$217K Buy
767
+2
+0.3% +$626 ﹤0.01% 904
2026
Q2 		$244K Sell
765
-81
-10% -$24.8K ﹤0.01% 874
2026
Q1 		$229K Buy
846
+21
+3% +$6.02K ﹤0.01% 879
2025
Q4 		$214K Sell
825
-20
-2% -$5.6K ﹤0.01% 886
2025
Q3 		$244K Sell
845
-24
-3% -$6.89K ﹤0.01% 805
2025
Q2 		$255K Sell
869
-22
-2% -$6.51K ﹤0.01% 775
2025
Q1 		$267K Hold
891
– – ﹤0.01% 740
2024
Q4 		$267K Buy
891
+106
+14% +$35.2K ﹤0.01% 742
2024
Q3 		$239K Sell
785
-118
-13% -$38.3K ﹤0.01% 736
2024
Q2 		$260K Buy
903
+99
+12% +$27.3K ﹤0.01% 724
2024
Q1 		$233K Buy
804
+19
+2% +$5.45K ﹤0.01% 758
2023
Q4 		$239K Buy
785
+8
+1% +$2.12K ﹤0.01% 746
2023
Q3 		$205K Sell
777
-238
-23% -$66.7K ﹤0.01% 754
2023
Q2 		$296K Buy
1,015
+89
+10% +$25.9K 0.01% 677
2023
Q1 		$280K Buy
926
+28
+3% +$8.23K 0.01% 644
2022
Q4 		$252K Sell
898
-141
-14% -$41.1K 0.01% 653
2022
Q3 		$304K Buy
1,039
+177
+21% +$57.6K 0.01% 593
2022
Q2 		$270K Buy
862
+164
+23% +$56.8K 0.01% 634
2022
Q1 		$272K Hold
698
– – ﹤0.01% 691
2021
Q4 		$261K Sell
698
-7
-1% -$2.34K ﹤0.01% 696
2021
Q3 		$210K Hold
705
– – ﹤0.01% 722
2021
Q2 		$212K Buy
+705
New +$198K ﹤0.01% 724
2017
Q3 		– Sell
-3,370
Closed -$703K – 681
2017
Q2 		$703K Buy
3,370
+10
+0.3% +$2.15K 0.01% 446
2017
Q1 		$736K Sell
3,360
-350
-9% -$77.5K 0.01% 438
2016
Q4 		$829K Buy
3,710
+850
+30% +$181K 0.02% 417
2016
Q3 		$638K Buy
2,860
+710
+33% +$166K 0.01% 437
2016
Q2 		$550K Buy
+2,150
New +$552K 0.01% 454

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Pinnacle Associates's PSA Position: Q3 2026 in Review

Pinnacle Associates increased its Public Storage (PSA) stake by 0.26% in Q3 2026, buying an estimated $626 and bringing the position to 767 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Pinnacle Associates first reported a position in PSA in Q2 2016 and has held it in 27 quarters since. The position peaked at $829K in Q4 2016. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Pinnacle Associates held 767 shares of Public Storage worth $217K as of Q3 2026.
  • Pinnacle Associates bought 2 Public Storage shares in Q3 2026, an estimated $626.
  • Public Storage made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #904 holding.
  • Pinnacle Associates first reported a position in Public Storage in Q2 2016 and has held it in 27 quarters since.
  • Pinnacle Associates's Public Storage position peaked at $829K in Q4 2016.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.