Capital Advisors Ltd’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $93K | Buy |
291
+4
| +1% | +$1.22K | 0.01% | 413 |
|
|
2026
Q1 | $78K | Buy |
287
+22
| +8% | +$6.31K | 0.01% | 421 |
|
|
2025
Q4 | $69K | Buy |
265
+89
| +51% | +$24.9K | 0.01% | 433 |
|
|
2025
Q3 | $51K | Hold |
176
| – | – | 0.01% | 466 |
|
|
2025
Q2 | $52K | Sell |
176
-11
| -6% | -$3.26K | 0.01% | 463 |
|
|
2025
Q1 | $56K | Sell |
187
-12
| -6% | -$3.59K | 0.01% | 436 |
|
|
2024
Q4 | $60K | Sell |
199
-2
| -1% | -$664 | 0.01% | 424 |
|
|
2024
Q3 | $73K | Buy |
201
+2
| +1% | +$649 | 0.01% | 390 |
|
|
2024
Q2 | $57K | Buy |
199
+22
| +12% | +$6.07K | 0.01% | 422 |
|
|
2024
Q1 | $51K | Buy |
177
+1
| +0.6% | +$287 | 0.01% | 436 |
|
|
2023
Q4 | $54K | Sell |
176
-17
| -9% | -$4.51K | 0.01% | 410 |
|
|
2023
Q3 | $51K | Buy |
193
+20
| +12% | +$5.61K | 0.01% | 406 |
|
|
2023
Q2 | $50K | Buy |
173
+160
| +1,231% | +$46.6K | 0.01% | 426 |
|
|
2023
Q1 | $4K | Sell |
13
-164
| -93% | -$48.2K | ﹤0.01% | 760 |
|
|
2022
Q4 | $2K | Buy |
+177
| New | +$51.6K | ﹤0.01% | 891 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$3K | – | 1456 |
|
|
2022
Q2 | $3K | Buy |
9
+5
| +125% | +$1.73K | ﹤0.01% | 633 |
|
|
2022
Q1 | $2K | Buy |
4
+3
| +300% | +$1.09K | ﹤0.01% | 653 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | +$334 | ﹤0.01% | 909 |
|
|
2019
Q2 | – | Sell |
-555
| Closed | -$121K | – | 464 |
|
|
2019
Q1 | $121K | Hold |
555
| – | – | 0.03% | 196 |
|
|
2018
Q4 | $112K | Hold |
555
| – | – | 0.03% | 200 |
|
|
2018
Q3 | $112K | Hold |
555
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $126K | Hold |
555
| – | – | 0.04% | 158 |
|
|
2018
Q1 | $111K | Hold |
555
| – | – | 0.04% | 170 |
|
|
2017
Q4 | $116K | Hold |
555
| – | – | 0.04% | 162 |
|
|
2017
Q3 | $119K | Hold |
555
| – | – | 0.04% | 158 |
|
|
2017
Q2 | $116K | Hold |
555
| – | – | 0.04% | 157 |
|
|
2017
Q1 | $121K | Hold |
555
| – | – | 0.05% | 147 |
|
|
2016
Q4 | $124K | Hold |
555
| – | – | 0.05% | 140 |
|
|
2016
Q3 | $124K | Hold |
555
| – | – | 0.05% | 136 |
|
|
2016
Q2 | $142K | Buy |
555
+145
| +35% | +$37.2K | 0.07% | 127 |
|
|
2016
Q1 | $113K | Hold |
410
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $102K | Hold |
410
| – | – | 0.05% | 136 |
|
|
2015
Q3 | $87K | Hold |
410
| – | – | 0.05% | 145 |
|
|
2015
Q2 | $76K | Hold |
410
| – | – | 0.04% | 153 |
|
|
2015
Q1 | $81K | Hold |
410
| – | – | 0.04% | 154 |
|
|
2014
Q4 | $76K | Hold |
410
| – | – | 0.04% | 145 |
|
|
2014
Q3 | $67K | Hold |
410
| – | – | 0.04% | 157 |
|
|
2014
Q2 | $70K | Hold |
410
| – | – | 0.04% | 159 |
|
|
2014
Q1 | $69K | Hold |
410
| – | – | 0.04% | 158 |
|
|
2013
Q4 | $62K | Buy |
+410
| New | +$65.5K | 0.04% | 133 |
|
Other funds holding PSA
Capital Advisors Ltd's PSA Position: Q2 2026 in Review
Capital Advisors Ltd increased its Public Storage (PSA) stake by 1.4% in Q2 2026, buying an estimated $1.22K and bringing the position to 291 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #413.
Capital Advisors Ltd first reported a position in PSA in Q4 2013 and has held it in 40 quarters since. The position peaked at $142K in Q2 2016. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.
- Capital Advisors Ltd held 291 shares of Public Storage worth $93K as of Q2 2026.
- Capital Advisors Ltd bought 4 Public Storage shares in Q2 2026, an estimated $1.22K.
- Public Storage made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #413 holding.
- Capital Advisors Ltd first reported a position in Public Storage in Q4 2013 and has held it in 40 quarters since.
- Capital Advisors Ltd's Public Storage position peaked at $142K in Q2 2016.
- 1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.