Pacific Capital Wealth Advisors’s Public Storage PSA Stock Holding History

Pacific Capital Wealth 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 Q1	–	Sell	-424	Closed	-$127K	–	301
2024 Q4	$127K	Hold	424	–	–	0.02%	106
2024 Q3	$154K	Hold	424	–	–	0.03%	91
2024 Q2	$122K	Hold	424	–	–	0.02%	99
2024 Q1	$123K	Hold	424	–	–	0.03%	89
2023 Q4	$129K	Buy	+424	New	+$113K	0.03%	82
2020 Q4	–	Sell	-424	Closed	-$94K	–	161
2020 Q3	$94K	Buy	+424	New	+$86.6K	0.06%	84

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's PSA Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Public Storage (PSA) in Q1 2025, closing a stake of 424 shares — an estimated $127K sold.

Pacific Capital Wealth Advisors first reported a position in PSA in Q3 2020 and held it in 6 quarters. The position peaked at $154K in Q3 2024. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 424 Public Storage shares in Q1 2025, an estimated $127K.
Pacific Capital Wealth Advisors first reported a position in Public Storage in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Public Storage position peaked at $154K in Q3 2024.
1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.