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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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's PSA Position: Q1 2026 in Review

Summit Securities Group reduced its Public Storage (PSA) stake by 89% in Q1 2026, selling an estimated $59.6K and leaving 26 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Summit Securities Group first reported a position in PSA in Q4 2015 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2015. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Summit Securities Group held 26 shares of Public Storage worth $7.04K as of Q1 2026.
  • Summit Securities Group sold 208 Public Storage shares in Q1 2026, an estimated $59.6K.
  • Public Storage made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #733 holding.
  • Summit Securities Group first reported a position in Public Storage in Q4 2015 and has held it in 14 quarters since.
  • Summit Securities Group's Public Storage position peaked at $2.18M in Q4 2015.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.