Montecito Bank & Trust

Bank

Position in PSA — Public Storage

CIK 1422508 SANTA BARBARA, CA

Position in PSA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$763,306

+$125,926 QoQ

Shares Held

2,398

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#555

of 1,108 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Real Estate · as of Jun 30, 2026

Montecito Bank & Trust holds $763,306 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	2,398	$763,306

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$763,306	2,398	+1.9%	Shares	Sole	2026-07-16
2026-03-31	$637,380	2,353	-7.9%	Shares	Defined	2026-04-16
2025-12-31	$662,763	2,554	-29.3%	Shares	Defined	2026-01-09
2025-09-30	$1,043,325	3,612	+7.3%	Shares	Defined	2025-10-07
2025-03-31	$1,007,110	3,365	-1.5%	Shares	Defined	2025-04-17
2024-12-31	$1,022,886	3,416	+8.5%	Shares	Defined	2025-01-21
2024-09-30	$1,145,461	3,148	+32.4%	Shares	Defined	2024-10-31
2024-06-30	$684,031	2,378	-0.2%	Shares	Sole	2024-07-17
2024-03-31	$690,922	2,382	-12.8%	Shares	Sole	2024-04-09
2023-12-31	$833,260	2,732	-2.9%	Shares	Sole	2024-01-05
2023-09-30	$741,544	2,814	0.0%	Shares	Sole	2023-10-16
2023-06-30	$821,350	2,814	+147.3%	Shares	Sole	2023-07-25
2023-03-31	$343,835	1,138	+35.2%	Shares	Sole	2023-04-25
2022-12-31	$235,919	842	0.0%	Shares	Sole	2023-01-20
2022-09-30	$246,545	842	-1.2%	Shares	Sole	2022-10-14
2022-06-30	$266,394	852	+38.1%	Shares	Sole	2022-08-01
2022-03-31	$240,802	617	0.0%	Shares	Sole	2022-04-22
2021-12-31	$231,102	617	—	Shares	Sole	2022-01-25
No filing history on record for this holder in this stock.