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Summit Trail Advisors’s Public Storage PSA Stock Holding History

Summit Trail Advisors’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 		$2.02M Buy
7,474
+935
+14% +$268K 0.03% 513
2025
Q4 		$1.7M Sell
6,539
-1,008
-13% -$282K 0.03% 505
2025
Q3 		$2.18M Buy
7,547
+2,662
+54% +$764K 0.03% 405
2025
Q2 		$1.43M Buy
4,885
+1,266
+35% +$375K 0.02% 353
2025
Q1 		$1.08M Buy
3,619
+1,093
+43% +$327K 0.04% 145
2024
Q4 		$756K Buy
2,526
+1,010
+67% +$335K 0.03% 163
2024
Q3 		$552K Buy
1,516
+173
+13% +$56.2K 0.01% 381
2024
Q2 		$386K Buy
1,343
+230
+21% +$63.4K 0.01% 428
2024
Q1 		$323K Buy
1,113
+191
+21% +$54.8K 0.01% 435
2023
Q4 		$281K Sell
922
-377
-29% -$100K 0.01% 413
2023
Q3 		$342K Sell
1,299
-39
-3% -$10.9K 0.01% 348
2023
Q2 		$391K Buy
+1,338
New +$390K 0.01% 315
2018
Q3 		– Sell
-229
Closed -$52K – 409
2018
Q2 		$52K Sell
229
-2,871
-93% -$598K 0.02% 299
2018
Q1 		$434K Buy
3,100
+636
+26% +$124K 0.07% 227
2017
Q4 		$490K Buy
+2,464
New +$521K 0.06% 234

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 Trail Advisors's PSA Position: Q1 2026 in Review

Summit Trail Advisors increased its Public Storage (PSA) stake by 14% in Q1 2026, buying an estimated $268K and bringing the position to 7,474 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #513.

Summit Trail Advisors first reported a position in PSA in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.18M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Summit Trail Advisors held 7,474 shares of Public Storage worth $2.02M as of Q1 2026.
  • Summit Trail Advisors bought 935 Public Storage shares in Q1 2026, an estimated $268K.
  • Public Storage made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #513 holding.
  • Summit Trail Advisors first reported a position in Public Storage in Q4 2017 and has held it in 15 quarters since.
  • Summit Trail Advisors's Public Storage position peaked at $2.18M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.