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Aptus Capital Advisors’s Public Storage PSA Stock Holding History

Aptus Capital Advisors’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 		$9.14M Sell
33,725
-1,359
-4% -$390K 0.08% 231
2025
Q4 		$9.1M Buy
35,084
+478
+1% +$134K 0.08% 231
2025
Q3 		$10M Buy
34,606
+1,040
+3% +$298K 0.09% 207
2025
Q2 		$9.85M Buy
33,566
+2,645
+9% +$783K 0.1% 189
2025
Q1 		$9.25M Buy
30,921
+2,548
+9% +$762K 0.1% 184
2024
Q4 		$8.5M Buy
28,373
+3,059
+12% +$1.02M 0.1% 191
2024
Q3 		$9.21M Buy
25,314
+4,028
+19% +$1.31M 0.14% 147
2024
Q2 		$6.12M Buy
21,286
+4,353
+26% +$1.2M 0.12% 160
2024
Q1 		$4.91M Buy
16,933
+1,460
+9% +$419K 0.11% 183
2023
Q4 		$4.72M Sell
15,473
-110
-0.7% -$29.2K 0.14% 140
2023
Q3 		$4.11M Buy
15,583
+251
+2% +$70.4K 0.12% 149
2023
Q2 		$4.48M Sell
15,332
-1,115
-7% -$325K 0.13% 149
2023
Q1 		$4.97M Sell
16,447
-3,932
-19% -$1.16M 0.14% 124
2022
Q4 		$5.71M Buy
+20,379
New +$5.94M 0.19% 101

Other funds holding PSA

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return