Adams Diversified Equity Fund’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 Q1	$7.83M	Buy	+28,900	New	+$8.29M	0.28%	90
2025 Q1	–	Sell	-45,000	Closed	-$13.5M	–	106
2024 Q4	$13.5M	Sell	45,000 -3,400	-7%	-$1.13M	0.51%	71
2024 Q3	$17.6M	Sell	48,400 -10,000	-17%	-$3.25M	0.65%	54
2024 Q2	$16.8M	Buy	58,400 +15,100	+35%	+$4.16M	0.57%	61
2024 Q1	$12.6M	Hold	43,300	–	–	0.45%	78
2023 Q4	$13.2M	Hold	43,300	–	–	0.52%	70
2023 Q3	$11.4M	Hold	43,300	–	–	0.49%	75
2023 Q2	$12.6M	Buy	43,300 +11,500	+36%	+$3.35M	0.53%	79
2023 Q1	$9.61M	Hold	31,800	–	–	0.43%	88
2022 Q4	$8.91M	Buy	+31,800	New	+$9.27M	0.43%	87
2019 Q1	–	Sell	-66,700	Closed	-$13.5M	–	241
2018 Q4	$13.5M	Sell	66,700 -19,400	-23%	-$3.96M	0.83%	50
2018 Q3	$17.4M	Hold	86,100	–	–	0.86%	46
2018 Q2	$19.5M	Hold	86,100	–	–	1.04%	37
2018 Q1	$17.3M	Buy	+86,100	New	+$16.8M	0.94%	46