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SGL Investment Advisors’s Public Storage PSA Stock Holding History

SGL Investment Advisors’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 		$3.98M Sell
12,778
-496
-4% -$142K 1.49% 28
2025
Q4 		$3.75M Sell
13,274
-511
-4% -$143K 1.5% 25
2025
Q3 		$3.83M Sell
13,785
-637
-4% -$183K 1.59% 24
2025
Q2 		$4.19M Buy
14,422
+252
+2% +$74.6K 2% 19
2025
Q1 		$4.26M Sell
14,170
-349
-2% -$104K 2.2% 16
2024
Q4 		$4.36M Buy
14,519
+324
+2% +$108K 2.2% 19
2024
Q3 		$4.71M Buy
+14,195
New +$4.61M 2.42% 12

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGL Investment Advisors's PSA Position: Q1 2026 in Review

SGL Investment Advisors reduced its Public Storage (PSA) stake by 3.7% in Q1 2026, selling an estimated $142K and leaving 12,778 shares worth $3.98M. The position accounts for 1.49% of the portfolio, ranked #28.

SGL Investment Advisors first reported a position in PSA in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.71M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • SGL Investment Advisors held 12,778 shares of Public Storage worth $3.98M as of Q1 2026.
  • SGL Investment Advisors sold 496 Public Storage shares in Q1 2026, an estimated $142K.
  • Public Storage made up 1.49% of SGL Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • SGL Investment Advisors first reported a position in Public Storage in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Public Storage position peaked at $4.71M in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.