Capstone Investment Advisors’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,436	Closed	-$1.33M	–	1768
2024 Q4	$1.33M	Buy	4,436 +2,091	+89%	+$694K	﹤0.01%	974
2024 Q3	$853K	Sell	2,345 -306	-12%	-$99.3K	﹤0.01%	1010
2024 Q2	$763K	Sell	2,651 -98	-4%	-$27K	﹤0.01%	1097
2024 Q1	$797K	Buy	2,749 +2,262	+464%	+$648K	﹤0.01%	1282
2023 Q4	$149K	Buy	487 +36	+8%	+$9.55K	﹤0.01%	1864
2023 Q3	$119K	Buy	451 +95	+27%	+$26.6K	﹤0.01%	1921
2023 Q2	$104K	Buy	+356	New	+$104K	﹤0.01%	1693
2021 Q4	–	Sell	-3,006	Closed	-$1M	–	2050
2021 Q3	$893K	Buy	+3,006	New	+$943K	﹤0.01%	1459
2020 Q4	–	Sell	-5,083	Closed	-$1.17M	–	1742
2020 Q3	$1.13M	Sell	5,083 -21,291	-81%	-$4.35M	0.01%	982
2020 Q2	$5.06M	Buy	26,374 +11,712	+80%	+$2.26M	0.03%	428
2020 Q1	$2.91M	Sell	14,662 -6,350	-30%	-$1.36M	0.05%	411
2019 Q4	$4.47M	Buy	+21,012	New	+$4.66M	0.02%	596
2018 Q4	–	Sell	-1,058	Closed	-$216K	–	1343
2018 Q3	$213K	Buy	1,058 +843	+392%	+$182K	﹤0.01%	998
2018 Q2	$49K	Buy	+215	New	+$44.8K	﹤0.01%	651