AC
PSA icon

Avestar Capital’s Public Storage PSA Stock Holding History

Avestar 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
2025
Q3 		– Sell
-892
Closed -$262K – 516
2025
Q2 		$262K Sell
892
-164
-16% -$48.5K 0.02% 417
2025
Q1 		$316K Buy
1,056
+10
+1% +$2.99K 0.03% 367
2024
Q4 		$313K Buy
1,046
+353
+51% +$117K 0.03% 377
2024
Q3 		$252K Buy
+693
New +$225K 0.03% 395
2019
Q3 		– Sell
-21
Closed -$3K – 664
2019
Q2 		$3K Hold
21
– – ﹤0.01% 643
2019
Q1 		$3K Hold
21
– – ﹤0.01% 620
2018
Q4 		$3K Sell
21
-6
-22% -$1.23K ﹤0.01% 599
2018
Q3 		$4K Buy
27
+3
+13% +$647 ﹤0.01% 578
2018
Q2 		$3K Buy
24
+8
+50% +$1.67K ﹤0.01% 648
2018
Q1 		$2K Sell
16
-45
-74% -$8.77K ﹤0.01% 647
2017
Q4 		$9K Buy
+61
New +$12.9K 0.01% 466

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avestar Capital's PSA Position: Q3 2025 in Review

Avestar Capital sold out of Public Storage (PSA) in Q3 2025, closing a stake of 892 shares — an estimated $262K sold.

Avestar Capital first reported a position in PSA in Q4 2017 and held it in 11 quarters. The position peaked at $316K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

  • Avestar Capital reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 892 Public Storage shares in Q3 2025, an estimated $262K.
  • Avestar Capital first reported a position in Public Storage in Q4 2017 and held it in 11 quarters.
  • Avestar Capital's Public Storage position peaked at $316K in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.