Adage Capital Partners’s Public Storage PSA Stock Holding History

Adage Capital Partners’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 Q4	–	Sell	-8,792	Closed	-$2.54M	–	988
2025 Q3	$2.54M	Sell	8,792 -40,800	-82%	-$11.7M	﹤0.01%	792
2025 Q2	$14.6M	Sell	49,592 -54,200	-52%	-$16M	0.02%	525
2025 Q1	$31.1M	Sell	103,792 -43,500	-30%	-$13M	0.06%	319
2024 Q4	$44.1M	Sell	147,292 -1,200	-0.8%	-$398K	0.08%	240
2024 Q3	$54M	Sell	148,492 -43,200	-23%	-$14M	0.1%	219
2024 Q2	$55.1M	Buy	191,692 +86,500	+82%	+$23.9M	0.1%	205
2024 Q1	$30.5M	Buy	105,192 +6,500	+7%	+$1.86M	0.06%	352
2023 Q4	$30.1M	Buy	+98,692	New	+$26.2M	0.06%	318
2023 Q3	–	Sell	-154,692	Closed	-$45.2M	–	925
2023 Q2	$45.2M	Buy	154,692 +11,400	+8%	+$3.32M	0.1%	210
2023 Q1	$43.3M	Sell	143,292 -17,500	-11%	-$5.15M	0.1%	246
2022 Q4	$45.1M	Sell	160,792 -200	-0.1%	-$58.3K	0.11%	226
2022 Q3	$47.1M	Buy	160,992 +2,000	+1%	+$651K	0.12%	190
2022 Q2	$49.7M	Sell	158,992 -300	-0.2%	-$104K	0.11%	188
2022 Q1	$62.2M	Sell	159,292 -3,300	-2%	-$1.2M	0.12%	176
2021 Q4	$60.9M	Sell	162,592 -900	-0.6%	-$301K	0.11%	188
2021 Q3	$48.6M	Buy	163,492 +200	+0.1%	+$62.8K	0.1%	218
2021 Q2	$49.1M	Sell	163,292 -4,000	-2%	-$1.12M	0.1%	213
2021 Q1	$41.3M	Buy	167,292 +100	+0.1%	+$23.3K	0.08%	249
2020 Q4	$38.6M	Sell	167,192 -3,100	-2%	-$711K	0.08%	255
2020 Q3	$37.9M	Sell	170,292 -1,500	-0.9%	-$307K	0.09%	224
2020 Q2	$33M	Hold	171,792	–	–	0.08%	269
2020 Q1	$34.1M	Sell	171,792 -500	-0.3%	-$107K	0.1%	230
2019 Q4	$36.7M	Sell	172,292 -8,300	-5%	-$1.84M	0.09%	258
2019 Q3	$44.3M	Sell	180,592 -1,700	-0.9%	-$427K	0.11%	221
2019 Q2	$43.4M	Sell	182,292 -6,300	-3%	-$1.44M	0.11%	229
2019 Q1	$41.1M	Buy	188,592 +2,700	+1%	+$565K	0.1%	237
2018 Q4	$37.6M	Sell	185,892 -9,100	-5%	-$1.86M	0.1%	216
2018 Q3	$39.3M	Sell	194,992 -2,700	-1%	-$583K	0.09%	264
2018 Q2	$44.8M	Sell	197,692 -2,500	-1%	-$521K	0.1%	240
2018 Q1	$40.1M	Sell	200,192 -9,700	-5%	-$1.89M	0.09%	269
2017 Q4	$43.9M	Sell	209,892 -4,100	-2%	-$867K	0.1%	249
2017 Q3	$45.8M	Sell	213,992 -2,200	-1%	-$455K	0.11%	240
2017 Q2	$45.1M	Buy	216,192 +2,200	+1%	+$473K	0.11%	242
2017 Q1	$46.8M	Buy	213,992 +1,900	+0.9%	+$421K	0.12%	236
2016 Q4	$47.4M	Sell	212,092 -5,700	-3%	-$1.21M	0.13%	209
2016 Q3	$48.6M	Sell	217,792 -1,100	-0.5%	-$257K	0.13%	211
2016 Q2	$55.9M	Sell	218,892 -1,100	-0.5%	-$282K	0.15%	174
2016 Q1	$60.7M	Sell	219,992 -600	-0.3%	-$151K	0.16%	165
2015 Q4	$54.6M	Sell	220,592 -2,100	-0.9%	-$492K	0.14%	186
2015 Q3	$47.1M	Sell	222,692 -1,200	-0.5%	-$244K	0.13%	209
2015 Q2	$41.3M	Buy	223,892 +500	+0.2%	+$95.9K	0.1%	246
2015 Q1	$44M	Buy	223,392 +7,400	+3%	+$1.47M	0.11%	256
2014 Q4	$39.9M	Sell	215,992 -4,100	-2%	-$742K	0.1%	269
2014 Q3	$36.5M	Sell	220,092 -900	-0.4%	-$155K	0.09%	269
2014 Q2	$37.9M	Sell	220,992 -4,008	-2%	-$687K	0.1%	262
2014 Q1	$37.9M	Buy	225,000 +3,108	+1%	+$503K	0.1%	246
2013 Q4	$33.4M	Buy	221,892 +4,000	+2%	+$639K	0.09%	285
2013 Q3	$35M	Buy	217,892 +4,200	+2%	+$665K	0.1%	258
2013 Q2	$32.8M	Buy	+213,692	New	+$33.7M	0.1%	252

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Adage Capital Partners's PSA Position: Q4 2025 in Review

Adage Capital Partners sold out of Public Storage (PSA) in Q4 2025, closing a stake of 8,792 shares — an estimated $2.54M sold.

Adage Capital Partners first reported a position in PSA in Q2 2013 and held it in 49 quarters. The position peaked at $62.2M in Q1 2022. 1,111 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Adage Capital Partners reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Adage Capital Partners sold 8,792 Public Storage shares in Q4 2025, an estimated $2.54M.
Adage Capital Partners first reported a position in Public Storage in Q2 2013 and held it in 49 quarters.
Adage Capital Partners's Public Storage position peaked at $62.2M in Q1 2022.
1,111 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Adage Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.