Sunbelt Securities’s Public Storage PSA Stock Holding History

Sunbelt Securities’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	$239K	Buy	883 +3	+0.3%	+$860	0.02%	587
2025 Q4	$228K	Sell	880 -20	-2%	-$5.6K	0.02%	604
2025 Q3	$260K	Sell	900 -19	-2%	-$5.45K	0.02%	571
2025 Q2	$275K	Sell	919 -8	-0.9%	-$2.37K	0.02%	505
2025 Q1	$278K	Buy	927 +8	+0.9%	+$2.39K	0.02%	472
2024 Q4	$272K	Hold	919	–	–	0.02%	507
2024 Q3	$334K	Buy	919 +273	+42%	+$88.6K	0.03%	452
2024 Q2	$186K	Hold	646	–	–	0.02%	570
2024 Q1	$187K	Buy	646 +645	+64,500%	+$185K	0.02%	554
2023 Q4	$214	Sell	1 -86	-99%	-$22.8K	﹤0.01%	1629
2023 Q3	$22.8K	Hold	87	–	–	﹤0.01%	980
2023 Q2	$25.3K	Hold	87	–	–	﹤0.01%	961
2023 Q1	$25.5K	Buy	+87	New	+$25.6K	﹤0.01%	890
2020 Q2	–	Sell	-4,960	Closed	-$1.06M	–	359
2020 Q1	$1.06M	Buy	+4,960	New	+$1.06M	0.05%	139

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunbelt Securities's PSA Position: Q1 2026 in Review

Sunbelt Securities increased its Public Storage (PSA) stake by 0.34% in Q1 2026, buying an estimated $860 and bringing the position to 883 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #587.

Sunbelt Securities first reported a position in PSA in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2020. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Sunbelt Securities held 883 shares of Public Storage worth $239K as of Q1 2026.
Sunbelt Securities bought 3 Public Storage shares in Q1 2026, an estimated $860.
Public Storage made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #587 holding.
Sunbelt Securities first reported a position in Public Storage in Q1 2020 and has held it in 14 quarters since.
Sunbelt Securities's Public Storage position peaked at $1.06M in Q1 2020.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.