CAPTRUST Financial Advisors’s Public Storage PSA Stock Holding History

CAPTRUST Financial 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
2026 Q2	$7.46M	Sell	23,437 -1,068	-4%	-$327K	0.01%	666
2026 Q1	$6.64M	Buy	24,505 +14,843	+154%	+$4.26M	0.01%	658
2025 Q4	$2.51M	Sell	9,662 -5,688	-37%	-$1.59M	﹤0.01%	981
2025 Q3	$4.43M	Buy	15,350 +3,273	+27%	+$939K	0.01%	682
2025 Q2	$3.54M	Buy	12,077 +2,356	+24%	+$697K	0.01%	725
2025 Q1	$2.91M	Sell	9,721 -93	-0.9%	-$27.8K	0.01%	757
2024 Q4	$2.94M	Buy	9,814 +321	+3%	+$107K	0.01%	721
2024 Q3	$3.45M	Sell	9,493 -4,355	-31%	-$1.41M	0.01%	643
2024 Q2	$3.98M	Sell	13,848 -25,247	-65%	-$6.96M	0.01%	565
2024 Q1	$11.3M	Sell	39,095 -7,617	-16%	-$2.18M	0.04%	323
2023 Q4	$14.2M	Sell	46,712 -108,848	-70%	-$28.9M	0.05%	299
2023 Q3	$41M	Buy	155,560 +10,083	+7%	+$2.83M	0.16%	128
2023 Q2	$42.5M	Buy	145,477 +2,972	+2%	+$866K	0.17%	119
2023 Q1	$43.1M	Buy	142,505 +10,099	+8%	+$2.97M	0.19%	119
2022 Q4	$37.1M	Buy	132,406 +10,061	+8%	+$2.93M	0.19%	119
2022 Q3	$35.8M	Buy	+122,345	New	+$39.8M	0.21%	100

Other funds holding PSA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

CAPTRUST Financial Advisors's PSA Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Public Storage (PSA) stake by 4.4% in Q2 2026, selling an estimated $327K and leaving 23,437 shares worth $7.46M. The position accounts for 0.01% of the portfolio, ranked #666.

CAPTRUST Financial Advisors first reported a position in PSA in Q3 2022 and has held it in 16 quarters since. The position peaked at $43.1M in Q1 2023. 1,118 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

CAPTRUST Financial Advisors held 23,437 shares of Public Storage worth $7.46M as of Q2 2026.
CAPTRUST Financial Advisors sold 1,068 Public Storage shares in Q2 2026, an estimated $327K.
Public Storage made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #666 holding.
CAPTRUST Financial Advisors first reported a position in Public Storage in Q3 2022 and has held it in 16 quarters since.
CAPTRUST Financial Advisors's Public Storage position peaked at $43.1M in Q1 2023.
1,118 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.