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Sterling Investment Advisors (Pennsylvania)’s Public Storage PSA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$765K Hold
2,403
– – 0.13% 120
2026
Q1 		$651K Sell
2,403
-500
-17% -$143K 0.12% 121
2025
Q4 		$753K Sell
2,903
-97
-3% -$27.1K 0.14% 114
2025
Q3 		$867K Sell
3,000
-25
-0.8% -$7.17K 0.17% 104
2025
Q2 		$888K Sell
3,025
-2
-0.1% -$592 0.19% 100
2025
Q1 		$906K Sell
3,027
-98
-3% -$29.3K 0.22% 95
2024
Q4 		$936K Buy
3,125
+150
+5% +$49.8K 0.23% 85
2024
Q3 		$1.08M Hold
2,975
– – 0.27% 80
2024
Q2 		$856K Hold
2,975
– – 0.23% 82
2024
Q1 		$863K Hold
2,975
– – 0.24% 86
2023
Q4 		$907K Sell
2,975
-100
-3% -$26.5K 0.28% 77
2023
Q3 		$810K Hold
3,075
– – 0.28% 80
2023
Q2 		$898K Sell
3,075
-300
-9% -$87.4K 0.3% 78
2023
Q1 		$1.02M Sell
3,375
-35
-1% -$10.3K 0.34% 76
2022
Q4 		$955K Hold
3,410
– – 0.34% 74
2022
Q3 		$998K Sell
3,410
-100
-3% -$32.5K 0.37% 68
2022
Q2 		$1.1M Sell
3,510
-219
-6% -$75.8K 0.38% 67
2022
Q1 		$1.46M Sell
3,729
-200
-5% -$72.6K 0.41% 69
2021
Q4 		$1.47M Buy
3,929
+1
+0% +$334 0.41% 71
2021
Q3 		$1.17M Sell
3,928
-289
-7% -$90.7K 0.35% 78
2021
Q2 		$1.27M Sell
4,217
-79
-2% -$22.2K 0.37% 78
2021
Q1 		$1.06M Sell
4,296
-20
-0.5% -$4.66K 0.34% 78
2020
Q4 		$997K Buy
4,316
+2
+0% +$458 0.34% 74
2020
Q3 		$961K Sell
4,314
-1,198
-22% -$245K 0.37% 68
2020
Q2 		$1.06M Sell
5,512
-99
-2% -$19.1K 0.44% 63
2020
Q1 		$1.11M Sell
5,611
-190
-3% -$40.7K 0.59% 54
2019
Q4 		$1.24M Sell
5,801
-298
-5% -$66.1K 0.57% 53
2019
Q3 		$1.5M Sell
6,099
-99
-2% -$24.9K 0.76% 40
2019
Q2 		$1.48M Sell
6,198
-498
-7% -$114K 0.76% 43
2019
Q1 		$1.46M Buy
6,696
+3
+0% +$628 0.74% 47
2018
Q4 		$1.35M Sell
6,693
-201
-3% -$41K 0.8% 45
2018
Q3 		$1.39M Sell
6,894
-96
-1% -$20.7K 0.73% 47
2018
Q2 		$1.58M Sell
6,990
-150
-2% -$31.2K 0.94% 33
2018
Q1 		$1.43M Sell
7,140
-100
-1% -$19.5K 0.88% 38
2017
Q4 		$1.51M Sell
7,240
-400
-5% -$84.5K 0.94% 34
2017
Q3 		$1.64M Sell
7,640
-125
-2% -$25.8K 1.08% 28
2017
Q2 		$1.62M Buy
7,765
+7,665
+7,665% +$1.65M 1.08% 29
2017
Q1 		$22K Buy
+100
New +$22.1K 0.02% 238

Other funds holding PSA

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PSA Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Public Storage (PSA) position steady in Q2 2026 at 2,403 shares worth $765K. The position accounts for 0.13% of the portfolio, ranked #120.

Sterling Investment Advisors (Pennsylvania) first reported a position in PSA in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.64M in Q3 2017. 358 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 2,403 shares of Public Storage worth $765K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Public Storage share count unchanged in Q2 2026.
  • Public Storage made up 0.13% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #120 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Public Storage in Q1 2017 and has held it in 38 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Public Storage position peaked at $1.64M in Q3 2017.
  • 358 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.