Sowell Financial Services 13F: Adds $3.2M to PSA Stake

Sowell Financial Services grew its stake in Public Storage PSA by 119.7% during the period, according to a Form 13F filing with the SEC on October 20, 2026. The firm acquired an additional 11,219 shares of the self-storage real estate investment trust, bringing its total ownership to 20,592 shares with a reported value of $5,824,265. ## What Changed in Sowell Financial Services's Public Storage Position

The fund previously held 9,373 shares of the company before making the sizeable addition. The transaction more than doubled the size of the fund's investment in the real estate operator, reflecting a notable expansion of its portfolio exposure to the sector.

PSA Public Storage

$303.03 ▲ +20.77% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Other Institutional Activity in Public Storage

Other large investors adjusted their holdings in the real estate giant around the same time. IFM Investors grew its holdings by 13,338 shares, ending with 73,748 shares worth about $20,858,884. Resonant Capital Advisors picked up 4,583 shares for a final stake of 4,583 shares valued at approximately $1,309,851. Montrusco Bolton Investments trimmed its position by 62,946 shares, leaving it with 375,886 shares valued at roughly $106,315,596. Capital International Investors boosted its holdings by 3,134,752 shares to reach 9,498,439 shares worth about $2,868,528,578. Cohen & Steers Inc. increased its stake by 828,964 shares, wrapping up the period with 5,238,349 shares valued at roughly $1,581,981,398.

Public Storage Stock Holds Steady

Public Storage PSA shares closed at $301.76 on October 20, 2026, and recently traded at the exact same level of $301.76 as of October 22, 2026. The stock sits just above its 50-day moving average of $300.45 and right around its 200-day moving average of $301.57. Over the past year, the equity has moved between a low of $256.54 and a high of $335.55.

Recent Earnings

Public Storage PSA posted trailing twelve-month revenue of $4,910,444,032 alongside basic earnings of $10.47 per share. The company operates with a net profit margin of 41.6% and delivered a return on equity of 21.9%. The enterprise is scheduled to release its next financial update on October 26, 2026.

Dividend

Public Storage PSA distributes an annual dividend of $12.00 per share, giving the stock a dividend yield of 4.02%. The company's dividend payout ratio sits at 114.6%.

Insider Buying and Selling at Public Storage

Chief Legal Officer Nathaniel Vitan disposed of 950 shares on June 12, 2026, at an average price of $324.81 for a total value of $308,569.50. Nathaniel A. Vitan also transacted 950 shares on June 12, 2026, at $324.81 per share totaling $308,570.00, and later sold 1,414 shares on August 13, 2026, at an average price of $327.53 for a total value of $463,133.00.

Analysts Set New Price Targets

Evercore ISI Group maintained an In-Line rating on September 21, 2026, lowering its target from $319.00 to $308.00. JP Morgan maintained a Neutral rating on September 21, 2026, moving its target from $338.00 to $330.00. Truist Securities kept a Buy rating on October 2, 2026, adjusting its target from $338.00 to $317.00. UBS maintained a Neutral rating on October 16, 2026, lowering its target from $326.00 to $294.00. RBC Capital reiterated a Sector Perform rating with a target of $318.00 on October 20, 2026. Across Wall Street, the stock carries a consensus hold recommendation and a mean price target of $329.00 from 18 analysts.

About Public Storage

Public Storage PSA operates as a self-storage real estate investment trust in the United States, acquiring, developing, and managing facilities that rent storage space to individuals and businesses. As a member of the S&P 500, the firm anchors a key segment of the commercial real estate market, making institutional shifts in its shares a closely watched indicator for broader sector demand.

Bottom Line

Investors are keeping a close watch on Public Storage PSA as the company approaches its next earnings release on October 26, 2026. Filings from institutional holders provide a window into how major firms adjust their capital allocation across large real estate holdings.