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 Q2	$4.09M	Sell	12,560 -218	-2%	-$66.7K	1.41%	29
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SGL Investment Advisors's PSA Position: Q2 2026 in Review

SGL Investment Advisors reduced its Public Storage (PSA) stake by 1.7% in Q2 2026, selling an estimated $66.7K and leaving 12,560 shares worth $4.09M. The position accounts for 1.41% of the portfolio, ranked #29.

SGL Investment Advisors first reported a position in PSA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.71M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

SGL Investment Advisors held 12,560 shares of Public Storage worth $4.09M as of Q2 2026.
SGL Investment Advisors sold 218 Public Storage shares in Q2 2026, an estimated $66.7K.
Public Storage made up 1.41% of SGL Investment Advisors's portfolio in Q2 2026, its #29 holding.
SGL Investment Advisors first reported a position in Public Storage in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's Public Storage position peaked at $4.71M in Q3 2024.
1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.