Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Public Storage PSA Stock Holding History

Capital Fund Management (CFM)’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
2024
Q2 		– Sell
-39,300
Closed -$11.4M – 2120
2024
Q1 		$11.4M Sell
39,300
-25,800
-40% -$7.4M 0.03% 667
2023
Q4 		$19.9M Buy
65,100
+35,000
+116% +$9.29M 0.05% 453
2023
Q3 		$7.93M Buy
+30,100
New +$8.44M 0.03% 721
2022
Q2 		– Sell
-16,000
Closed -$6.24M – 1612
2022
Q1 		$6.24M Buy
16,000
+3,800
+31% +$1.38M 0.05% 498
2021
Q4 		$4.57M Buy
+12,200
New +$4.07M 0.03% 677
2021
Q3 		– Sell
-12,800
Closed -$3.85M – 1732
2021
Q2 		$3.85M Buy
+12,800
New +$3.59M 0.03% 672
2021
Q1 		– Sell
-22,300
Closed -$5.15M – 1556
2020
Q4 		$5.15M Buy
+22,300
New +$5.11M 0.05% 452
2020
Q2 		– Sell
-5,100
Closed -$1.01M – 1455
2020
Q1 		$1.01M Sell
5,100
-30,600
-86% -$6.55M 0.02% 782
2019
Q4 		$7.6M Buy
35,700
+27,200
+320% +$6.04M 0.06% 418
2019
Q3 		$2.08M Buy
8,500
+600
+8% +$151K 0.02% 777
2019
Q2 		$1.88M Buy
7,900
+4,400
+126% +$1.01M 0.02% 823
2019
Q1 		$762K Buy
+3,500
New +$732K 0.01% 1117
2018
Q3 		– Sell
-8,100
Closed -$1.84M – 2203
2018
Q2 		$1.84M Buy
+8,100
New +$1.69M 0.01% 1111
2017
Q1 		– Sell
-4,700
Closed -$1.05M – 1756
2016
Q4 		$1.05M Sell
4,700
-600
-11% -$128K 0.01% 1005
2016
Q3 		$1.18M Buy
5,300
+2,300
+77% +$537K 0.01% 909
2016
Q2 		$767K Sell
3,000
-1,800
-38% -$462K 0.01% 1034
2016
Q1 		$1.32M Buy
4,800
+3,500
+269% +$883K 0.01% 807
2015
Q4 		$322K Buy
+1,300
New +$304K ﹤0.01% 1282
2014
Q1 		– Sell
-5,400
Closed -$813K – 1909
2013
Q4 		$813K Buy
5,400
+3,000
+125% +$480K 0.01% 1066
2013
Q3 		$385K Buy
+2,400
New +$380K 0.01% 1265

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Fund Management (CFM)'s PSA Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Public Storage (PSA) in Q4 2025, closing a stake of 13,110 shares — an estimated $3.79M sold.

Capital Fund Management (CFM) first reported a position in PSA in Q2 2013 and held it in 22 quarters. The position peaked at $44.9M in Q2 2016. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 13,110 Public Storage shares in Q4 2025, an estimated $3.79M.
  • Capital Fund Management (CFM) first reported a position in Public Storage in Q2 2013 and held it in 22 quarters.
  • Capital Fund Management (CFM)'s Public Storage position peaked at $44.9M in Q2 2016.
  • 1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.