Capital Advisors Inc’s Public Storage PSA Stock Holding History

Capital Advisors Inc’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	-1,467	Closed	-$430K	–	356
2025 Q2	$430K	Sell	1,467 -24	-2%	-$7.11K	0.01%	212
2025 Q1	$446K	Buy	+1,491	New	+$446K	0.01%	204
2020 Q1	–	Sell	-42,824	Closed	-$9.12M	–	186
2019 Q4	$9.12M	Sell	42,824 -18,462	-30%	-$4.1M	0.4%	80
2019 Q3	$14.6M	Hold	61,286	–	–	0.72%	37
2019 Q2	$14.6M	Buy	61,286 +46,562	+316%	+$10.7M	0.72%	37
2019 Q1	$3.21M	Sell	14,724 -43,024	-75%	-$9M	0.34%	53
2018 Q4	$11.7M	Buy	57,748 +1,163	+2%	+$237K	0.76%	38
2018 Q3	$11.4M	Sell	56,585 -480	-0.8%	-$104K	0.68%	48
2018 Q2	$12.9M	Buy	+57,065	New	+$11.9M	0.78%	39
2014 Q3	–	Sell	-1,206	Closed	-$207K	–	128
2014 Q2	$207K	Hold	1,206	–	–	0.04%	113
2014 Q1	$203K	Buy	+1,206	New	+$195K	0.04%	102
2013 Q4	–	Sell	-2,064	Closed	-$331K	–	121
2013 Q3	$331K	Hold	2,064	–	–	0.08%	89
2013 Q2	$316K	Buy	+2,064	New	+$325K	0.09%	89

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital Advisors Inc's PSA Position: Q3 2025 in Review

Capital Advisors Inc sold out of Public Storage (PSA) in Q3 2025, closing a stake of 1,467 shares — an estimated $430K sold.

Capital Advisors Inc first reported a position in PSA in Q2 2013 and held it in 13 quarters. The position peaked at $14.6M in Q3 2019. 1,119 funds tracked by Wall St. Rank hold PSA as of Q3 2025.

Capital Advisors Inc reported no remaining Public Storage position as of Q3 2025 after selling out during the quarter.
Capital Advisors Inc sold 1,467 Public Storage shares in Q3 2025, an estimated $430K.
Capital Advisors Inc first reported a position in Public Storage in Q2 2013 and held it in 13 quarters.
Capital Advisors Inc's Public Storage position peaked at $14.6M in Q3 2019.
1,119 funds tracked by Wall St. Rank held Public Storage as of Q3 2025.

Based on Capital Advisors Inc's 13F filing for Q3 2025, filed 21 Oct 2025.