Smithbridge Asset Management’s Public Storage PSA Stock Holding History

Smithbridge Asset 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	$295K	Sell	1,089 -1,419	-57%	-$407K	0.04%	165
2025 Q4	$651K	Buy	2,508 +81	+3%	+$22.7K	0.06%	132
2025 Q3	$701K	Sell	2,427 -73	-3%	-$21K	0.1%	108
2025 Q2	$734K	Sell	2,500 -214	-8%	-$63.4K	0.13%	88
2025 Q1	$812K	Buy	+2,714	New	+$812K	0.15%	93
2024 Q3	$1.21M	Buy	3,333 +1,187	+55%	+$385K	0.21%	82
2024 Q2	$617K	Sell	2,146 -331	-13%	-$91.3K	0.13%	104
2024 Q1	$718K	Buy	2,477 +143	+6%	+$41K	0.15%	99
2023 Q4	$712K	Sell	2,334 -227	-9%	-$60.2K	0.16%	102
2023 Q3	$675K	Sell	2,561 -35	-1%	-$9.81K	0.17%	105
2023 Q2	$758K	Buy	2,596 +11	+0.4%	+$3.21K	0.18%	100
2023 Q1	$781K	Buy	2,585 +99	+4%	+$29.1K	0.2%	96
2022 Q4	$697K	Buy	+2,486	New	+$725K	0.19%	98

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

Smithbridge Asset Management's PSA Position: Q1 2026 in Review

Smithbridge Asset Management reduced its Public Storage (PSA) stake by 57% in Q1 2026, selling an estimated $407K and leaving 1,089 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #165.

Smithbridge Asset Management first reported a position in PSA in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Smithbridge Asset Management held 1,089 shares of Public Storage worth $295K as of Q1 2026.
Smithbridge Asset Management sold 1,419 Public Storage shares in Q1 2026, an estimated $407K.
Public Storage made up 0.04% of Smithbridge Asset Management's portfolio in Q1 2026, its #165 holding.
Smithbridge Asset Management first reported a position in Public Storage in Q4 2022 and has held it in 13 quarters since.
Smithbridge Asset Management's Public Storage position peaked at $1.21M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.