Capital World Investors’s Public Storage PSA Stock Holding History

Capital World Investors’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	-225,000	Closed	-$65M	–	597
2025 Q3	$65M	Hold	225,000	–	–	0.01%	382
2025 Q2	$66M	Hold	225,000	–	–	0.01%	378
2025 Q1	$67.3M	Sell	225,000 -848,948	-79%	-$254M	0.01%	370
2024 Q4	$322M	Sell	1,073,948 -175,731	-14%	-$58.3M	0.05%	239
2024 Q3	$455M	Buy	1,249,679 +706,228	+130%	+$229M	0.07%	206
2024 Q2	$156M	Sell	543,451 -405,549	-43%	-$112M	0.03%	294
2024 Q1	$275M	Hold	949,000	–	–	0.05%	258
2023 Q4	$289M	Sell	949,000 -428,700	-31%	-$114M	0.05%	246
2023 Q3	$363M	Hold	1,377,700	–	–	0.07%	225
2023 Q2	$402M	Buy	1,377,700 +639,700	+87%	+$186M	0.08%	214
2023 Q1	$223M	Hold	738,000	–	–	0.05%	265
2022 Q4	$207M	Hold	738,000	–	–	0.04%	273
2022 Q3	$216M	Hold	738,000	–	–	0.05%	262
2022 Q2	$231M	Hold	738,000	–	–	0.05%	260
2022 Q1	$288M	Hold	738,000	–	–	0.05%	261
2021 Q4	$276M	Hold	738,000	–	–	0.04%	280
2021 Q3	$219M	Hold	738,000	–	–	0.04%	300
2021 Q2	$222M	Hold	738,000	–	–	0.04%	301
2021 Q1	$182M	Hold	738,000	–	–	0.03%	305
2020 Q4	$170M	Sell	738,000 -880,500	-54%	-$202M	0.03%	298
2020 Q3	$360M	Hold	1,618,500	–	–	0.08%	217
2020 Q2	$311M	Hold	1,618,500	–	–	0.08%	212
2020 Q1	$321M	Hold	1,618,500	–	–	0.09%	183
2019 Q4	$345M	Sell	1,618,500 -326,000	-17%	-$72.3M	0.08%	211
2019 Q3	$477M	Sell	1,944,500 -13,300	-0.7%	-$3.34M	0.11%	168
2019 Q2	$466M	Sell	1,957,800 -200,000	-9%	-$45.9M	0.11%	169
2019 Q1	$470M	Sell	2,157,800 -3,149,246	-59%	-$659M	0.11%	161
2018 Q4	$1.07B	Sell	5,307,046 -1,772,000	-25%	-$362M	0.29%	93
2018 Q3	$1.43B	Sell	7,079,046 -1,113,012	-14%	-$240M	0.35%	78
2018 Q2	$1.86B	Sell	8,192,058 -249,542	-3%	-$52M	0.4%	66
2018 Q1	$1.69B	Buy	8,441,600 +291,000	+4%	+$56.7M	0.38%	71
2017 Q4	$1.7B	Buy	8,150,600 +1,052,600	+15%	+$222M	0.37%	70
2017 Q3	$1.52B	Buy	7,098,000 +3,062,000	+76%	+$633M	0.34%	80
2017 Q2	$842M	Buy	4,036,000 +1,948,000	+93%	+$419M	0.2%	111
2017 Q1	$457M	Buy	2,088,000 +270,000	+15%	+$59.8M	0.11%	161
2016 Q4	$406M	Sell	1,818,000 -117,000	-6%	-$24.9M	0.1%	167
2016 Q3	$432M	Hold	1,935,000	–	–	0.11%	161
2016 Q2	$495M	Sell	1,935,000 -305,000	-14%	-$78.3M	0.13%	147
2016 Q1	$618M	Hold	2,240,000	–	–	0.17%	129
2015 Q4	$555M	Hold	2,240,000	–	–	0.16%	149
2015 Q3	$474M	Hold	2,240,000	–	–	0.14%	154
2015 Q2	$413M	Hold	2,240,000	–	–	0.11%	180
2015 Q1	$442M	Buy	2,240,000 +150,000	+7%	+$29.7M	0.12%	174
2014 Q4	$386M	Hold	2,090,000	–	–	0.1%	184
2014 Q3	$347M	Hold	2,090,000	–	–	0.1%	190
2014 Q2	$358M	Hold	2,090,000	–	–	0.1%	189
2014 Q1	$352M	Buy	2,090,000 +398,000	+24%	+$64.4M	0.1%	190
2013 Q4	$255M	Buy	1,692,000 +187,000	+12%	+$29.9M	0.07%	216
2013 Q3	$242M	Hold	1,505,000	–	–	0.07%	217
2013 Q2	$231M	Buy	+1,505,000	New	+$237M	0.07%	222

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors's PSA Position: Q4 2025 in Review

Capital World Investors sold out of Public Storage (PSA) in Q4 2025, closing a stake of 225,000 shares — an estimated $65M sold.

Capital World Investors first reported a position in PSA in Q2 2013 and held it in 50 quarters. The position peaked at $1.86B in Q2 2018. 1,106 funds tracked by Wall St. Rank hold PSA as of Q4 2025.

Capital World Investors reported no remaining Public Storage position as of Q4 2025 after selling out during the quarter.
Capital World Investors sold 225,000 Public Storage shares in Q4 2025, an estimated $65M.
Capital World Investors first reported a position in Public Storage in Q2 2013 and held it in 50 quarters.
Capital World Investors's Public Storage position peaked at $1.86B in Q2 2018.
1,106 funds tracked by Wall St. Rank held Public Storage as of Q4 2025.

Based on Capital World Investors's 13F filing for Q4 2025, filed 11 Feb 2026.