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Public Storage shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Public Storage (PSA) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Public Storage

Tip: Access up to 7 years of quarterly data

All positions including Public Storage held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Storage by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $129k 424 305.00
2020-09-30 $94k 424 221.70

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Public Storage

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Norges Bank Investment Management
Charles Schwab Investment Management
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
APG Asset Management US
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Barrow, Hanley, Mewhinney & Strauss
Bank of New York Mellon
Ing Clarion Real Estate Securities
Massachusetts Financial Services

View all funds holding Public Storage