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Swan Capital’s Public Storage PSA Stock Holding History

Swan Capital’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 		– Sell
-10
Closed -$2.6K – 600
2025
Q4 		$2.6K Hold
10
– – ﹤0.01% 302
2025
Q3 		$2.89K Sell
10
-10
-50% -$2.87K ﹤0.01% 273
2025
Q2 		$5.87K Buy
+20
New +$5.92K ﹤0.01% 215
2024
Q3 		– Sell
-20
Closed -$5.75K – 373
2024
Q2 		$5.75K Buy
+20
New +$5.51K ﹤0.01% 156

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

Swan Capital's PSA Position: Q1 2026 in Review

Swan Capital sold out of Public Storage (PSA) in Q1 2026, closing a stake of 10 shares — an estimated $2.6K sold.

Swan Capital first reported a position in PSA in Q2 2024 and held it in 4 quarters. The position peaked at $5.87K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Swan Capital reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
  • Swan Capital sold 10 Public Storage shares in Q1 2026, an estimated $2.6K.
  • Swan Capital first reported a position in Public Storage in Q2 2024 and held it in 4 quarters.
  • Swan Capital's Public Storage position peaked at $5.87K in Q2 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.