SIC
PSA icon

Sigma Investment Counselors’s Public Storage PSA Stock Holding History

Sigma Investment Counselors’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 		$2.81M Sell
8,820
-732
-8% -$224K 0.14% 83
2026
Q1 		$2.59M Sell
9,552
-590
-6% -$169K 0.14% 85
2025
Q4 		$2.63M Sell
10,142
-430
-4% -$120K 0.13% 86
2025
Q3 		$3.05M Buy
10,572
+90
+0.9% +$25.8K 0.16% 81
2025
Q2 		$3.08M Buy
10,482
+554
+6% +$164K 0.17% 80
2025
Q1 		$2.97M Sell
9,928
-525
-5% -$157K 0.18% 75
2024
Q4 		$3.13M Buy
10,453
+33
+0.3% +$11K 0.18% 77
2024
Q3 		$3.79M Buy
10,420
+60
+0.6% +$19.5K 0.22% 73
2024
Q2 		$2.98M Buy
10,360
+120
+1% +$33.1K 0.19% 76
2024
Q1 		$2.97M Buy
10,240
+550
+6% +$158K 0.19% 76
2023
Q4 		$2.96M Buy
9,690
+785
+9% +$208K 0.21% 69
2023
Q3 		$2.35M Buy
8,905
+120
+1% +$33.6K 0.18% 73
2023
Q2 		$2.56M Buy
+8,785
New +$2.56M 0.19% 74

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sigma Investment Counselors's PSA Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Public Storage (PSA) stake by 7.7% in Q2 2026, selling an estimated $224K and leaving 8,820 shares worth $2.81M. The position accounts for 0.14% of the portfolio, ranked #83.

Sigma Investment Counselors first reported a position in PSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.79M in Q3 2024. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sigma Investment Counselors held 8,820 shares of Public Storage worth $2.81M as of Q2 2026.
  • Sigma Investment Counselors sold 732 Public Storage shares in Q2 2026, an estimated $224K.
  • Public Storage made up 0.14% of Sigma Investment Counselors's portfolio in Q2 2026, its #83 holding.
  • Sigma Investment Counselors first reported a position in Public Storage in Q2 2023 and has held it in 13 quarters since.
  • Sigma Investment Counselors's Public Storage position peaked at $3.79M in Q3 2024.
  • 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.