Apella Capital
PSA icon

Apella Capital’s Public Storage PSA Stock Holding History

Apella 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
Q3 		$271K Buy
962
+219
+29% +$68.5K ﹤0.01% 654
2026
Q2 		$244K Buy
743
+69
+10% +$21.1K ﹤0.01% 627
2026
Q1 		$208K Buy
+674
New +$193K ﹤0.01% 639

Other funds holding PSA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Apella Capital's PSA Position: Q3 2026 in Review

Apella Capital increased its Public Storage (PSA) stake by 29% in Q3 2026, buying an estimated $68.5K and bringing the position to 962 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Apella Capital first reported a position in PSA in Q1 2026 and has held it in 3 quarters since. 593 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Apella Capital held 962 shares of Public Storage worth $271K as of Q3 2026.
  • Apella Capital bought 219 Public Storage shares in Q3 2026, an estimated $68.5K.
  • Public Storage made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #654 holding.
  • Apella Capital first reported a position in Public Storage in Q1 2026 and has held it in 3 quarters since.
  • 593 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.