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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $605K | Buy |
+1,900
| New | +$581K | ﹤0.01% | 1154 |
|
|
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
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.