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	–	667
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return