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Cape Investment Advisory’s Public Storage PSA Stock Holding History

Cape Investment Advisory’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
Q2 		$955 Buy
+3
New +$918 ﹤0.01% 1339
2025
Q2 		– Sell
-4
Closed -$1.2K – 1239
2025
Q1 		$1.2K Sell
4
-21
-84% -$6.28K ﹤0.01% 945
2024
Q4 		$7.49K Hold
25
– – ﹤0.01% 646
2024
Q3 		$9.1K Buy
+25
New +$8.12K ﹤0.01% 584

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cape Investment Advisory's PSA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Public Storage (PSA) in Q2 2026: 3 shares worth $955. The stake represents ﹤0.01% of the portfolio and ranks #1339 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PSA as recently as Q1 2025.

Cape Investment Advisory first reported a position in PSA in Q3 2024 and has held it in 4 quarters since. The position peaked at $9.1K in Q3 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Cape Investment Advisory held 3 shares of Public Storage worth $955 as of Q2 2026.
  • Public Storage was a new Cape Investment Advisory position in Q2 2026.
  • Public Storage made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1339 holding.
  • Cape Investment Advisory first reported a position in Public Storage in Q3 2024 and has held it in 4 quarters since.
  • Cape Investment Advisory's Public Storage position peaked at $9.1K in Q3 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.