Capital Advisory Group Advisory Services’s Public Storage PSA Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-3,260	Closed	-$942K	–	182
2025 Q3	$942K	Buy	3,260 +165	+5%	+$47.4K	0.29%	83
2025 Q2	$908K	Buy	3,095 +46	+2%	+$13.6K	0.33%	72
2025 Q1	$913K	Sell	3,049 -102	-3%	-$30.5K	0.35%	74
2024 Q4	$944K	Buy	3,151 +208	+7%	+$69K	0.34%	76
2024 Q3	$1.07M	Buy	2,943 +223	+8%	+$72.4K	0.43%	63
2024 Q2	$782K	Buy	2,720 +190	+8%	+$52.4K	0.33%	67
2024 Q1	$734K	Sell	2,530 -5	-0.2%	-$1.43K	0.35%	68
2023 Q4	$773K	Sell	2,535 -37	-1%	-$9.82K	0.41%	62
2023 Q3	$678K	Buy	+2,572	New	+$721K	0.38%	65
2023 Q2	–	Sell	-2,718	Closed	-$821K	–	131
2023 Q1	$821K	Buy	2,718 +20	+0.7%	+$5.88K	0.49%	56
2022 Q4	$756K	Buy	2,698 +4	+0.1%	+$1.17K	0.51%	55
2022 Q3	$789K	Sell	2,694 -113	-4%	-$36.8K	0.55%	53
2022 Q2	$877K	Sell	2,807 -8	-0.3%	-$2.77K	0.52%	56
2022 Q1	$1.1M	Buy	2,815 +119	+4%	+$43.2K	0.51%	56
2021 Q4	$1.01M	Buy	2,696 +77	+3%	+$25.7K	0.44%	65
2021 Q3	$778K	Sell	2,619 -136	-5%	-$42.7K	0.28%	88
2021 Q2	$828K	Buy	2,755 +32	+1%	+$8.97K	0.3%	82
2021 Q1	$672K	Buy	2,723 +106	+4%	+$24.7K	0.26%	91
2020 Q4	$604K	Buy	2,617 +999	+62%	+$229K	0.25%	87
2020 Q3	$360K	Buy	1,618 +30	+2%	+$6.13K	0.19%	94
2020 Q2	$305K	Buy	1,588 +1,582	+26,367%	+$305K	0.17%	95
2020 Q1	$1K	Buy	+6	New	+$1.28K	﹤0.01%	419
2019 Q4	–	Sell	-6	Closed	-$1K	–	359
2019 Q3	$1K	Hold	6	–	–	﹤0.01%	424
2019 Q2	$1K	Hold	6	–	–	﹤0.01%	407
2019 Q1	$1K	Hold	6	–	–	﹤0.01%	405
2018 Q4	$1K	Hold	6	–	–	﹤0.01%	384
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	359
2018 Q2	$1K	Buy	+6	New	+$1.25K	﹤0.01%	343

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Capital Advisory Group Advisory Services's PSA Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of Public Storage (PSA) in Q4 2025, closing a stake of 3,260 shares — an estimated $942K sold.

Capital Advisory Group Advisory Services first reported a position in PSA in Q2 2018 and held it in 28 quarters. The position peaked at $1.1M in Q1 2022. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Capital Advisory Group Advisory Services reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,260 Public Storage shares in Q4 2025, an estimated $942K.
Capital Advisory Group Advisory Services first reported a position in Public Storage in Q2 2018 and held it in 28 quarters.
Capital Advisory Group Advisory Services's Public Storage position peaked at $1.1M in Q1 2022.
1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.