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United Capital Financial Advisors’s Public Storage PSA Stock Holding History

United Capital 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
Q1 		$1.22M Buy
4,490
+804
+22% +$231K 0.01% 688
2025
Q4 		$956K Sell
3,686
-969
-21% -$271K 0.01% 750
2025
Q3 		$1.34M Sell
4,655
-65
-1% -$18.7K 0.01% 563
2025
Q2 		$1.38M Buy
4,720
+139
+3% +$41.1K 0.01% 518
2025
Q1 		$1.37M Sell
4,581
-30
-0.7% -$8.97K 0.01% 499
2024
Q4 		$1.38M Sell
4,611
-546
-11% -$181K 0.01% 491
2024
Q3 		$1.88M Buy
5,157
+103
+2% +$33.4K 0.02% 433
2024
Q2 		$1.45M Buy
5,054
+65
+1% +$17.9K 0.01% 456
2024
Q1 		$1.45M Buy
4,989
+212
+4% +$60.8K 0.01% 487
2023
Q4 		$1.46M Buy
4,777
+1,101
+30% +$292K 0.01% 477
2023
Q3 		$969K Sell
3,676
-2,564
-41% -$719K 0.01% 522
2023
Q2 		$1.82M Sell
6,240
-94
-1% -$27.4K 0.01% 457
2023
Q1 		$1.91M Sell
6,334
-735
-10% -$216K 0.01% 456
2022
Q4 		$1.98M Sell
7,069
-814
-10% -$237K 0.01% 482
2022
Q3 		$2.31M Buy
7,883
+68
+0.9% +$22.1K 0.01% 449
2022
Q2 		$2.44M Buy
7,815
+301
+4% +$104K 0.01% 457
2022
Q1 		$2.93M Buy
7,514
+1,733
+30% +$629K 0.01% 453
2021
Q4 		$2.17M Buy
5,781
+346
+6% +$116K 0.01% 522
2021
Q3 		$1.61M Sell
5,435
-91
-2% -$28.6K 0.01% 566
2021
Q2 		$1.66M Sell
5,526
-751
-12% -$211K 0.01% 580
2021
Q1 		$1.55M Buy
6,277
+3,275
+109% +$763K 0.01% 559
2020
Q4 		$693K Buy
3,002
+16
+0.5% +$3.67K ﹤0.01% 767
2020
Q3 		$665K Buy
2,986
+199
+7% +$40.7K ﹤0.01% 763
2020
Q2 		$535K Buy
2,787
+9
+0.3% +$1.74K ﹤0.01% 842
2020
Q1 		$552K Sell
2,778
-1,237
-31% -$265K ﹤0.01% 780
2019
Q4 		$855K Buy
4,015
+1,147
+40% +$255K 0.01% 827
2019
Q3 		$703K Sell
2,868
-1,080
-27% -$271K ﹤0.01% 847
2019
Q2 		$940K Buy
3,948
+319
+9% +$73.2K 0.01% 836
2019
Q1 		$790K Buy
3,629
+38
+1% +$7.95K 0.01% 842
2018
Q4 		$727K Sell
3,591
-141
-4% -$28.8K 0.01% 796
2018
Q3 		$752K Buy
3,732
+9
+0.2% +$1.94K 0.01% 854
2018
Q2 		$845K Sell
3,723
-3,030
-45% -$631K 0.01% 806
2018
Q1 		$1.35M Sell
6,753
-1,017
-13% -$198K 0.01% 694
2017
Q4 		$1.63M Sell
7,770
-2,975
-28% -$629K 0.01% 653
2017
Q3 		$2.3M Sell
10,745
-2,067
-16% -$427K 0.02% 541
2017
Q2 		$2.67M Sell
12,812
-485
-4% -$104K 0.02% 507
2017
Q1 		$2.91M Buy
13,297
+957
+8% +$212K 0.03% 475
2016
Q4 		$2.76M Sell
12,340
-1,574
-11% -$335K 0.03% 491
2016
Q3 		$3.1M Sell
13,914
-1,718
-11% -$401K 0.03% 477
2016
Q2 		$4M Sell
15,632
-12,196
-44% -$3.13M 0.04% 405
2016
Q1 		$7.69M Buy
27,828
+17,380
+166% +$4.38M 0.08% 258
2015
Q4 		$2.59M Buy
10,448
+1,085
+12% +$254K 0.03% 495
2015
Q3 		$1.98M Buy
9,363
+1,843
+25% +$375K 0.02% 529
2015
Q2 		$1.39M Buy
7,520
+760
+11% +$146K 0.02% 665
2015
Q1 		$1.27M Sell
6,760
-829
-11% -$164K 0.02% 677
2014
Q4 		$1.4M Sell
7,589
-2,373
-24% -$430K 0.02% 559
2014
Q3 		$1.65M Buy
+9,962
New +$1.71M 0.03% 490
2014
Q2 		– Sell
-4,051
Closed -$683K – 898
2014
Q1 		$683K Buy
+4,051
New +$656K 0.01% 568
2013
Q4 		– Sell
-2,941
Closed -$472K – 735
2013
Q3 		$472K Buy
2,941
+1,099
+60% +$174K 0.02% 453
2013
Q2 		$282K Buy
+1,842
New +$290K 0.01% 612

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's PSA Position: Q1 2026 in Review

United Capital Financial Advisors increased its Public Storage (PSA) stake by 22% in Q1 2026, buying an estimated $231K and bringing the position to 4,490 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #688.

United Capital Financial Advisors first reported a position in PSA in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.69M in Q1 2016. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • United Capital Financial Advisors held 4,490 shares of Public Storage worth $1.22M as of Q1 2026.
  • United Capital Financial Advisors bought 804 Public Storage shares in Q1 2026, an estimated $231K.
  • Public Storage made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #688 holding.
  • United Capital Financial Advisors first reported a position in Public Storage in Q2 2013 and has held it in 50 quarters since.
  • United Capital Financial Advisors's Public Storage position peaked at $7.69M in Q1 2016.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.