U.S. Capital Wealth Advisors’s Public Storage PSA Stock Holding History

U.S. 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
2026 Q1	$308K	Buy	1,137 +140	+14%	+$40.1K	0.01%	816
2025 Q4	$259K	Sell	997 -200	-17%	-$56K	0.01%	847
2025 Q3	$346K	Buy	1,197 +121	+11%	+$34.7K	0.01%	729
2025 Q2	$316K	Sell	1,076 -183	-15%	-$54.2K	0.01%	701
2025 Q1	$377K	Sell	1,259 -293	-19%	-$87.6K	0.01%	644
2024 Q4	$465K	Sell	1,552 -17,335	-92%	-$5.75M	0.01%	581
2024 Q3	$6.87M	Sell	18,887 -109	-0.6%	-$35.4K	0.24%	92
2024 Q2	$5.46M	Buy	18,996 +40	+0.2%	+$11K	0.21%	109
2024 Q1	$5.5M	Sell	18,956 -220	-1%	-$63.1K	0.21%	114
2023 Q4	$5.85M	Buy	19,176 +17,253	+897%	+$4.58M	0.23%	104
2023 Q3	$507K	Sell	1,923 -1	-0.1%	-$280	0.02%	428
2023 Q2	$562K	Buy	1,924 +1	+0.1%	+$291	0.03%	419
2023 Q1	$581K	Hold	1,923	–	–	0.03%	400
2022 Q4	$539K	Sell	1,923 -700	-27%	-$204K	0.03%	436
2022 Q3	$768K	Sell	2,623 -600	-19%	-$195K	0.04%	375
2022 Q2	$1.01M	Buy	3,223 +375	+13%	+$130K	0.04%	350
2022 Q1	$1.11M	Sell	2,848 -285	-9%	-$103K	0.04%	378
2021 Q4	$1.17M	Sell	3,133 -31	-1%	-$10.4K	0.05%	366
2021 Q3	$940K	Buy	+3,164	New	+$993K	0.04%	398

Other funds holding PSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's PSA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Public Storage (PSA) stake by 14% in Q1 2026, buying an estimated $40.1K and bringing the position to 1,137 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #816.

U.S. Capital Wealth Advisors first reported a position in PSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.87M in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

U.S. Capital Wealth Advisors held 1,137 shares of Public Storage worth $308K as of Q1 2026.
U.S. Capital Wealth Advisors bought 140 Public Storage shares in Q1 2026, an estimated $40.1K.
Public Storage made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #816 holding.
U.S. Capital Wealth Advisors first reported a position in Public Storage in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Public Storage position peaked at $6.87M in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.