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
-1,800
Closed -$539K – 1767
2024
Q4 		$539K Buy
1,800
+1,000
+125% +$332K ﹤0.01% 1293
2024
Q3 		$291K Buy
800
+300
+60% +$97.4K ﹤0.01% 1424
2024
Q2 		$144K Buy
500
+200
+67% +$55.2K ﹤0.01% 1831
2024
Q1 		$87K Sell
300
-1,100
-79% -$315K ﹤0.01% 2154
2023
Q4 		$427K Buy
1,400
+1,200
+600% +$318K ﹤0.01% 1419
2023
Q3 		$52.7K Sell
200
-1,700
-89% -$477K ﹤0.01% 2015
2023
Q2 		$555K Hold
1,900
– – ﹤0.01% 1111
2023
Q1 		$574K Buy
+1,900
New +$559K ﹤0.01% 963
2022
Q4 		– Sell
-1,000
Closed -$293K – 1621
2022
Q3 		$293K Buy
+1,000
New +$325K ﹤0.01% 1393
2022
Q2 		– Sell
-11,400
Closed -$4.45M – 2056
2022
Q1 		$4.45M Buy
11,400
+2,700
+31% +$980K 0.01% 748
2021
Q4 		$3.26M Buy
8,700
+900
+12% +$301K 0.01% 955
2021
Q3 		$2.32M Buy
7,800
+100
+1% +$31.4K ﹤0.01% 1140
2021
Q2 		$2.31M Sell
7,700
-7,400
-49% -$2.08M 0.01% 976
2021
Q1 		$3.73M Sell
15,100
-3,000
-17% -$699K 0.01% 732
2020
Q4 		$4.18M Buy
18,100
+2,200
+14% +$504K 0.01% 653
2020
Q3 		$3.54M Sell
15,900
-1,000
-6% -$204K 0.02% 608
2020
Q2 		$3.24M Buy
16,900
+2,500
+17% +$482K 0.02% 550
2020
Q1 		$2.86M Sell
14,400
-12,200
-46% -$2.61M 0.05% 420
2019
Q4 		$5.67M Buy
26,600
+8,800
+49% +$1.95M 0.03% 519
2019
Q3 		$4.37M Buy
17,800
+5,900
+50% +$1.48M 0.03% 492
2019
Q2 		$2.83M Buy
11,900
+5,800
+95% +$1.33M 0.02% 643
2019
Q1 		$1.33M Buy
6,100
+3,700
+154% +$774K 0.01% 729
2018
Q4 		$486K Buy
2,400
+1,800
+300% +$367K 0.01% 821
2018
Q3 		$121K Buy
+600
New +$129K ﹤0.01% 1110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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. 1,142 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.
  • 1,142 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.