Shelton Capital Management’s Public Storage PSA Stock Holding History

Shelton Capital 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	$401K	Sell	1,481 -46	-3%	-$13.2K	0.01%	419
2025 Q4	$396K	Hold	1,527	–	–	0.01%	414
2025 Q3	$441K	Hold	1,527	–	–	0.01%	387
2025 Q2	$448K	Hold	1,527	–	–	0.01%	363
2025 Q1	$457K	Buy	1,527 +621	+69%	+$186K	0.01%	350
2024 Q4	$271K	Hold	906	–	–	0.01%	545
2024 Q3	$330K	Sell	906 -58	-6%	-$18.8K	0.01%	462
2024 Q2	$277K	Hold	964	–	–	0.01%	519
2024 Q1	$280K	Hold	964	–	–	0.01%	566
2023 Q4	$294K	Hold	964	–	–	0.01%	514
2023 Q3	$254K	Hold	964	–	–	0.01%	542
2023 Q2	$281K	Hold	964	–	–	0.01%	533
2023 Q1	$291K	Hold	964	–	–	0.01%	487
2022 Q4	$270K	Hold	964	–	–	0.03%	491
2022 Q3	$282K	Sell	964 -29	-3%	-$9.43K	0.01%	479
2022 Q2	$310K	Sell	993 -14,400	-94%	-$4.99M	0.01%	460
2022 Q1	$6.01M	Hold	15,393	–	–	0.22%	100
2021 Q4	$5.77M	Hold	15,393	–	–	0.2%	105
2021 Q3	$4.57M	Hold	15,393	–	–	0.18%	127
2021 Q2	$4.63M	Buy	15,393 +14,400	+1,450%	+$4.04M	0.17%	128
2021 Q1	$245K	Sell	993 -42	-4%	-$9.78K	0.01%	653
2020 Q4	$239K	Hold	1,035	–	–	0.01%	597
2020 Q3	$231K	Buy	+1,035	New	+$211K	0.01%	628
2020 Q2	–	Sell	-1,035	Closed	-$206K	–	708
2020 Q1	$206K	Hold	1,035	–	–	0.01%	534
2019 Q4	$220K	Hold	1,035	–	–	0.01%	712
2019 Q3	$254K	Sell	1,035 -11,500	-92%	-$2.89M	0.02%	611
2019 Q2	$2.98M	Buy	12,535 +9,805	+359%	+$2.25M	0.17%	117
2019 Q1	$12.5K	Buy	2,730 +1,695	+164%	+$355K	0.05%	326
2018 Q4	$209K	Hold	1,035	–	–	0.01%	682
2018 Q3	$209K	Hold	1,035	–	–	0.01%	833
2018 Q2	$235K	Hold	1,035	–	–	0.01%	711
2018 Q1	$207K	Hold	1,035	–	–	0.01%	766
2017 Q4	$216K	Hold	1,035	–	–	0.01%	779
2017 Q3	$221K	Hold	1,035	–	–	0.01%	740
2017 Q2	$216K	Hold	1,035	–	–	0.02%	774
2017 Q1	$227K	Sell	1,035 -100	-9%	-$22.1K	0.02%	737
2016 Q4	$254K	Sell	1,135 -600	-35%	-$128K	0.02%	707
2016 Q3	$387K	Sell	1,735 -900	-34%	-$210K	0.03%	470
2016 Q2	$673K	Buy	2,635 +800	+44%	+$205K	0.06%	290
2016 Q1	$506K	Sell	1,835 -900	-33%	-$227K	0.05%	357
2015 Q4	$677K	Buy	2,735 +900	+49%	+$211K	0.07%	258
2015 Q3	$388K	Buy	+1,835	New	+$374K	0.04%	420
2015 Q2	–	Sell	-1,035	Closed	-$204K	–	804
2015 Q1	$204K	Sell	1,035 -400	-28%	-$79.2K	0.02%	763
2014 Q4	$265K	Sell	1,435 -256	-15%	-$46.3K	0.03%	631
2014 Q3	$280K	Hold	1,691	–	–	0.04%	568
2014 Q2	$290K	Hold	1,691	–	–	0.04%	577
2014 Q1	$285K	Hold	1,691	–	–	0.04%	555
2013 Q4	$255K	Hold	1,691	–	–	0.04%	596
2013 Q3	$271K	Hold	1,691	–	–	0.05%	515
2013 Q2	$259K	Buy	+1,691	New	+$266K	0.05%	490

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

Shelton Capital Management's PSA Position: Q1 2026 in Review

Shelton Capital Management reduced its Public Storage (PSA) stake by 3% in Q1 2026, selling an estimated $13.2K and leaving 1,481 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #419.

Shelton Capital Management first reported a position in PSA in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.01M in Q1 2022. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Shelton Capital Management held 1,481 shares of Public Storage worth $401K as of Q1 2026.
Shelton Capital Management sold 46 Public Storage shares in Q1 2026, an estimated $13.2K.
Public Storage made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #419 holding.
Shelton Capital Management first reported a position in Public Storage in Q2 2013 and has held it in 50 quarters since.
Shelton Capital Management's Public Storage position peaked at $6.01M in Q1 2022.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.