Summit Securities Group
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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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Securities Group's PSA Position: Q3 2026 in Review

Summit Securities Group sold out of Public Storage (PSA) in Q3 2026, closing a stake of 37 shares — an estimated $11.8K sold.

Summit Securities Group first reported a position in PSA in Q4 2015 and held it in 15 quarters. The position peaked at $2.18M in Q4 2015. 726 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Summit Securities Group reported no remaining Public Storage position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 37 Public Storage shares in Q3 2026, an estimated $11.8K.
  • Summit Securities Group first reported a position in Public Storage in Q4 2015 and held it in 15 quarters.
  • Summit Securities Group's Public Storage position peaked at $2.18M in Q4 2015.
  • 726 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.