Sentry Investment Management’s Public Storage PSA Stock Holding History

Sentry Investment Management’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	–	Sell	-389	Closed	-$101K	–	381
2025 Q4	$101K	Hold	389	–	–	0.07%	239
2025 Q3	$114K	Sell	389 -65	-14%	-$18.7K	0.08%	218
2025 Q2	$132K	Hold	454	–	–	0.07%	235
2025 Q1	$125K	Sell	454 -135	-23%	-$40.4K	0.08%	216
2024 Q4	$176K	Sell	589 -96	-14%	-$31.9K	0.08%	209
2024 Q3	$249K	Hold	685	–	–	0.1%	185
2024 Q2	$197K	Sell	685 -140	-17%	-$38.6K	0.09%	202
2024 Q1	$239K	Hold	825	–	–	0.09%	204
2023 Q4	$252K	Sell	825 -89	-10%	-$23.6K	0.11%	193
2023 Q3	$241K	Sell	914 -125	-12%	-$35K	0.12%	174
2023 Q2	$303K	Hold	1,039	–	–	0.11%	185
2023 Q1	$314K	Sell	1,039 -13	-1%	-$3.82K	0.13%	181
2022 Q4	$295K	Buy	1,052 +23	+2%	+$6.71K	0.13%	178
2022 Q3	$301K	Hold	1,029	–	–	0.14%	157
2022 Q2	$322K	Sell	1,029 -200	-16%	-$69.2K	0.15%	150
2022 Q1	$480K	Sell	1,229 -172	-12%	-$62.4K	0.15%	140
2021 Q4	$525K	Buy	1,401 +121	+9%	+$40.4K	0.14%	167
2021 Q3	$380K	Sell	1,280 -187	-13%	-$58.7K	0.11%	197
2021 Q2	$441K	Hold	1,467	–	–	0.11%	181
2021 Q1	$362K	Sell	1,467 -7,005	-83%	-$1.63M	0.1%	211
2020 Q4	$1.96M	Hold	8,472	–	–	0.1%	203
2020 Q3	$1.89M	Hold	8,472	–	–	0.1%	179
2020 Q2	$1.63M	Buy	+8,472	New	+$1.63M	0.1%	208
2018 Q1	–	Sell	-7,961	Closed	-$1.66M	–	478
2017 Q4	$1.66M	Buy	7,961 +2,230	+39%	+$471K	0.09%	239
2017 Q3	$1.23M	Hold	5,731	–	–	0.05%	280
2017 Q2	$1.2M	Hold	5,731	–	–	0.05%	288
2017 Q1	$1.25M	Sell	5,731 -2,903	-34%	-$643K	0.05%	279
2016 Q4	$1.93M	Buy	8,634 +1,964	+29%	+$418K	0.08%	213
2016 Q3	$1.49M	Sell	6,670 -2,078	-24%	-$485K	0.06%	246
2016 Q2	$2.24M	Sell	8,748 -1,096	-11%	-$281K	0.1%	166
2016 Q1	$2.71M	Hold	9,844	–	–	0.12%	134
2015 Q4	$2.44M	Buy	9,844 +2,949	+43%	+$690K	0.11%	145
2015 Q3	$1.46M	Hold	6,895	–	–	0.07%	208
2015 Q2	$1.27M	Buy	6,895 +342	+5%	+$65.6K	0.06%	252
2015 Q1	$1.29M	Hold	6,553	–	–	0.06%	236
2014 Q4	$1.21M	Hold	6,553	–	–	0.06%	226
2014 Q3	$1.09M	Sell	6,553 -808	-11%	-$139K	0.06%	235
2014 Q2	$1.26M	Sell	7,361 -539	-7%	-$92.4K	0.07%	217
2014 Q1	$1.33M	Hold	7,900	–	–	0.07%	206
2013 Q4	$1.19M	Buy	7,900 +5,800	+276%	+$927K	0.06%	218
2013 Q3	$337K	Sell	2,100 -9,200	-81%	-$1.46M	0.02%	469
2013 Q2	$1.73M	Buy	+11,300	New	+$1.78M	0.1%	106

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

Sentry Investment Management's PSA Position: Q1 2026 in Review

Sentry Investment Management sold out of Public Storage (PSA) in Q1 2026, closing a stake of 389 shares — an estimated $101K sold.

Sentry Investment Management first reported a position in PSA in Q2 2013 and held it in 42 quarters. The position peaked at $2.71M in Q1 2016. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Sentry Investment Management reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 389 Public Storage shares in Q1 2026, an estimated $101K.
Sentry Investment Management first reported a position in Public Storage in Q2 2013 and held it in 42 quarters.
Sentry Investment Management's Public Storage position peaked at $2.71M in Q1 2016.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.