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Sara-Bay Financial’s Public Storage PSA Stock Holding History

Sara-Bay Financial’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 		$338K Hold
1,062
– – 0.09% 69
2026
Q1 		$288K Buy
+1,062
New +$305K 0.09% 67
2025
Q3 		– Sell
-1,098
Closed -$322K – 86
2025
Q2 		$322K Sell
1,098
-30
-3% -$8.88K 0.12% 63
2025
Q1 		$332K Sell
1,128
-603
-35% -$180K 0.15% 63
2024
Q4 		$512K Hold
1,731
– – 0.19% 50
2024
Q3 		$630K Sell
1,731
-37
-2% -$12K 0.23% 49
2024
Q2 		$509K Buy
1,768
+14
+0.8% +$3.86K 0.21% 60
2024
Q1 		$503K Sell
1,754
-51
-3% -$14.6K 0.23% 55
2023
Q4 		$551K Sell
1,805
-67
-4% -$17.8K 0.27% 45
2023
Q3 		$493K Sell
1,872
-17
-0.9% -$4.76K 0.25% 47
2023
Q2 		$551K Buy
1,889
+265
+16% +$77.2K 0.27% 45
2023
Q1 		$491K Sell
1,624
-45
-3% -$13.2K 0.25% 46
2022
Q4 		$468K Sell
1,669
-14
-0.8% -$4.08K 0.26% 46
2022
Q3 		$493K Sell
1,683
-10
-0.6% -$3.25K 0.27% 42
2022
Q2 		$527K Sell
1,693
-13
-0.8% -$4.5K 0.26% 44
2022
Q1 		$666K Hold
1,706
– – 0.26% 38
2021
Q4 		$639K Sell
1,706
-16
-0.9% -$5.34K 0.19% 42
2021
Q3 		$512K Hold
1,722
– – 0.2% 47
2021
Q2 		$518K Sell
1,722
-87
-5% -$24.4K 0.2% 47
2021
Q1 		$446K Sell
1,809
-31
-2% -$7.22K 0.18% 49
2020
Q4 		$425K Sell
1,840
-308
-14% -$70.6K 0.19% 50
2020
Q3 		$478K Sell
2,148
-1,000
-32% -$204K 0.26% 41
2020
Q2 		$617K Buy
+3,148
New +$607K 0.35% 29

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sara-Bay Financial's PSA Position: Q2 2026 in Review

Sara-Bay Financial held its Public Storage (PSA) position steady in Q2 2026 at 1,062 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #69.

Sara-Bay Financial first reported a position in PSA in Q2 2020 and has held it in 23 quarters since. The position peaked at $666K in Q1 2022. 290 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sara-Bay Financial held 1,062 shares of Public Storage worth $338K as of Q2 2026.
  • Sara-Bay Financial left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.09% of Sara-Bay Financial's portfolio in Q2 2026, its #69 holding.
  • Sara-Bay Financial first reported a position in Public Storage in Q2 2020 and has held it in 23 quarters since.
  • Sara-Bay Financial's Public Storage position peaked at $666K in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.