Capstone Investment Advisors
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Capstone Investment Advisors’s Public Storage PSA Stock Holding History

Capstone Investment Advisors’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
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

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capstone Investment Advisors's PSA Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Public Storage (PSA) in Q1 2025, closing a stake of 4,436 shares — an estimated $1.33M sold.

Capstone Investment Advisors first reported a position in PSA in Q2 2018 and held it in 14 quarters. The position peaked at $5.06M in Q2 2020. 1,148 funds tracked by Wall St. Rank hold PSA as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Public Storage position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,436 Public Storage shares in Q1 2025, an estimated $1.33M.
  • Capstone Investment Advisors first reported a position in Public Storage in Q2 2018 and held it in 14 quarters.
  • Capstone Investment Advisors's Public Storage position peaked at $5.06M in Q2 2020.
  • 1,148 funds tracked by Wall St. Rank held Public Storage as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.