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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
Q2 		$2.57M Buy
8,071
+597
+8% +$183K 0.03% 440
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 $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 Trail Advisors's PSA Position: Q2 2026 in Review

Summit Trail Advisors increased its Public Storage (PSA) stake by 8% in Q2 2026, buying an estimated $183K and bringing the position to 8,071 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #440.

Summit Trail Advisors first reported a position in PSA in Q4 2017 and has held it in 16 quarters since. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Summit Trail Advisors held 8,071 shares of Public Storage worth $2.57M as of Q2 2026.
  • Summit Trail Advisors bought 597 Public Storage shares in Q2 2026, an estimated $183K.
  • Public Storage made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #440 holding.
  • Summit Trail Advisors first reported a position in Public Storage in Q4 2017 and has held it in 16 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.