SEC 13F Intelligence

Montrusco Bolton Investments Inc. / PSA

Montrusco Bolton Investments Inc.’s Public Storage Oper Co Position

Does Montrusco Bolton Investments Inc. own Public Storage Oper Co (PSA)? Yes518.3K shares worth $136M (+2.06% of its 13F portfolio) as of Q1 2026, down from 635.7K shares the prior filed quarter.

Position Value
$136M
Q1 2026
Shares
518.3K
% of Portfolio
+2.06%
Quarters Held
27
currently held

Position History PSA

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $25MQ2 ’19: $27MQ3 ’19: $32MQ4 ’19: $30MQ4 ’19Q1 ’20: $27MQ2 ’20: $31MQ3 ’20: $33MQ4 ’20: $25MQ4 ’20Q1 ’21: $39MQ2 ’21: $22MQ2 ’22: $51MQ3 ’22: $57MQ3 ’22Q4 ’22: $52MQ1 ’23: $99MQ2 ’23: $145MQ3 ’23: $173MQ3 ’23Q4 ’23: $222MQ1 ’24: $246MQ2 ’24: $236MQ3 ’24: $279MQ3 ’24Q4 ’24: $192MQ1 ’25: $207MQ2 ’25: $220MQ3 ’25: $200MQ3 ’25Q4 ’25: $160MQ1 ’26: $136Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026518.3K$136M+2.06%
Q4 2025635.7K$160M+2.00%
Q3 2025711.3K$200M+2.32%
Q2 2025769.8K$220M+2.44%
Q1 2025715.0K$207M+2.72%
Q4 2024662.7K$192M+2.33%
Q3 2024784.0K$279M+2.94%
Q2 2024838.9K$236M+2.47%
Q1 2024867.9K$246M+2.62%
Q4 2023743.9K$222M+2.75%
Q3 2023672.5K$173M+2.52%
Q2 2023496.6K$145M+2.25%
Q1 2023329.2K$99M+2.06%
Q4 2022185.8K$52M+1.21%
Q3 2022194.5K$57M+1.50%
Q2 2022164.3K$51M+1.37%
Q2 202173.6K$22M+0.66%
Q1 2021157.5K$39M+1.27%
Q4 2020107.1K$25M+1.09%
Q3 2020150.3K$33M+1.68%
Q2 2020162.1K$31M+1.79%
Q1 2020141.0K$27M+2.09%
Q4 2019147.4K$30M+1.74%
Q3 2019146.7K$32M+1.88%
Q2 2019117.1K$27M+1.75%
Q1 2019114.8K$25M+1.58%
Q4 201889.9K$18M+1.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of PSA.