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Summit Securities Group’s Public Storage PSA Stock Holding History

Summit Securities Group’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
2018
Q3 		– Sell
-15
Closed -$340K – 251
2018
Q2 		$340K Buy
+15
New +$3.12K 0.05% 162

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

Summit Securities Group's PSA Position: Q2 2026 in Review

Summit Securities Group increased its Public Storage (PSA) stake by 42% in Q2 2026, buying an estimated $3.37K and bringing the position to 37 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Summit Securities Group first reported a position in PSA in Q4 2015 and has held it in 15 quarters since. The position peaked at $2.18M in Q4 2015. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Summit Securities Group held 37 shares of Public Storage worth $11.8K as of Q2 2026.
  • Summit Securities Group bought 11 Public Storage shares in Q2 2026, an estimated $3.37K.
  • Public Storage made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #815 holding.
  • Summit Securities Group first reported a position in Public Storage in Q4 2015 and has held it in 15 quarters since.
  • Summit Securities Group's Public Storage position peaked at $2.18M in Q4 2015.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.