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
Q2 		– Sell
-1,800
Closed -$539K – 1709
2025
Q1 		$539K Sell
1,800
-3,400
-65% -$1.02M ﹤0.01% 1057
2024
Q4 		$1.56M Buy
5,200
+3,600
+225% +$1.19M ﹤0.01% 929
2024
Q3 		$582K Buy
1,600
+800
+100% +$260K ﹤0.01% 1162
2024
Q2 		$230K Buy
800
+200
+33% +$55.2K ﹤0.01% 1713
2024
Q1 		$174K Sell
600
-3,100
-84% -$889K ﹤0.01% 2042
2023
Q4 		$1.13M Buy
3,700
+2,100
+131% +$557K ﹤0.01% 1012
2023
Q3 		$422K Sell
1,600
-3,800
-70% -$1.07M ﹤0.01% 1414
2023
Q2 		$1.58M Buy
5,400
+900
+20% +$262K 0.01% 711
2023
Q1 		$1.36M Buy
+4,500
New +$1.32M 0.01% 702
2022
Q4 		– Sell
-3,200
Closed -$937K – 1622
2022
Q3 		$937K Buy
3,200
+2,500
+357% +$813K 0.01% 1058
2022
Q2 		$219K Sell
700
-36,300
-98% -$12.6M ﹤0.01% 1402
2022
Q1 		$14.4M Buy
37,000
+3,400
+10% +$1.23M 0.04% 342
2021
Q4 		$12.6M Sell
33,600
-8,900
-21% -$2.97M 0.02% 539
2021
Q3 		$12.6M Buy
42,500
+1,700
+4% +$533K 0.03% 545
2021
Q2 		$12.3M Buy
40,800
+3,700
+10% +$1.04M 0.03% 473
2021
Q1 		$9.15M Sell
37,100
-7,200
-16% -$1.68M 0.03% 485
2020
Q4 		$10.2M Sell
44,300
-33,800
-43% -$7.75M 0.03% 399
2020
Q3 		$17.4M Sell
78,100
-6,500
-8% -$1.33M 0.09% 199
2020
Q2 		$16.2M Buy
84,600
+11,700
+16% +$2.26M 0.11% 164
2020
Q1 		$14.5M Sell
72,900
-14,500
-17% -$3.11M 0.23% 77
2019
Q4 		$18.6M Buy
87,400
+25,300
+41% +$5.61M 0.1% 219
2019
Q3 		$15.2M Buy
62,100
+19,300
+45% +$4.85M 0.1% 190
2019
Q2 		$10.2M Buy
42,800
+22,500
+111% +$5.16M 0.07% 284
2019
Q1 		$4.42M Buy
20,300
+16,200
+395% +$3.39M 0.04% 392
2018
Q4 		$830K Buy
4,100
+2,300
+128% +$469K 0.01% 677
2018
Q3 		$363K Buy
1,800
+500
+38% +$108K ﹤0.01% 867
2018
Q2 		$295K Buy
+1,300
New +$271K ﹤0.01% 536

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.