Capital Performance Advisors’s Public Storage PSA Stock Holding History

Capital Performance Advisors’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	-1,081	Closed	-$312K	–	485
2025 Q3	$312K	Buy	+1,081	New	+$310K	0.05%	208
2024 Q4	–	Sell	-348	Closed	-$127K	–	2044
2024 Q3	$127K	Buy	+348	New	+$113K	0.04%	160

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Performance Advisors's PSA Position: Q4 2025 in Review

Capital Performance Advisors sold out of Public Storage (PSA) in Q4 2025, closing a stake of 1,081 shares — an estimated $312K sold.

Capital Performance Advisors first reported a position in PSA in Q3 2024 and held it in 2 quarters. The position peaked at $312K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Capital Performance Advisors reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Capital Performance Advisors sold 1,081 Public Storage shares in Q4 2025, an estimated $312K.
Capital Performance Advisors first reported a position in Public Storage in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's Public Storage position peaked at $312K in Q3 2025.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.