Advisor Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.85M | Buy |
5,913
+638
| +12% | +$221K | 0.13% | 161 |
|
|
2022
Q1 | $2.06M | Buy |
5,275
+155
| +3% | +$56.3K | 0.13% | 156 |
|
|
2021
Q4 | $1.92M | Sell |
5,120
-114
| -2% | -$38.1K | 0.12% | 173 |
|
|
2021
Q3 | $1.55M | Buy |
5,234
+96
| +2% | +$30.1K | 0.11% | 186 |
|
|
2021
Q2 | $1.54M | Sell |
5,138
-76
| -1% | -$21.3K | 0.1% | 194 |
|
|
2021
Q1 | $1.29M | Buy |
5,214
+99
| +2% | +$23.1K | 0.09% | 214 |
|
|
2020
Q4 | $1.18M | Buy |
5,115
+924
| +22% | +$212K | 0.09% | 211 |
|
|
2020
Q3 | $933K | Buy |
4,191
+833
| +25% | +$170K | 0.08% | 224 |
|
|
2020
Q2 | $644K | Buy |
3,358
+304
| +10% | +$58.7K | 0.06% | 302 |
|
|
2020
Q1 | $606K | Sell |
3,054
-12
| -0.4% | -$2.57K | 0.07% | 246 |
|
|
2019
Q4 | $669K | Sell |
3,066
-420
| -12% | -$93.2K | 0.07% | 280 |
|
|
2019
Q3 | $855K | Buy |
3,486
+415
| +14% | +$104K | 0.1% | 208 |
|
|
2019
Q2 | $731K | Buy |
3,071
+169
| +6% | +$38.8K | 0.09% | 227 |
|
|
2019
Q1 | $632K | Buy |
2,902
+160
| +6% | +$33.5K | 0.08% | 244 |
|
|
2018
Q4 | $555K | Buy |
2,742
+729
| +36% | +$149K | 0.09% | 251 |
|
|
2018
Q3 | $406K | Buy |
2,013
+65
| +3% | +$14K | 0.05% | 359 |
|
|
2018
Q2 | $442K | Buy |
1,948
+403
| +26% | +$83.9K | 0.07% | 312 |
|
|
2018
Q1 | $310K | Sell |
1,545
-382
| -20% | -$74.4K | 0.06% | 378 |
|
|
2017
Q4 | $373K | Buy |
1,927
+126
| +7% | +$26.6K | 0.07% | 343 |
|
|
2017
Q3 | $385K | Sell |
1,801
-406
| -18% | -$83.9K | 0.08% | 292 |
|
|
2017
Q2 | $460K | Sell |
2,207
-538
| -20% | -$116K | 0.11% | 232 |
|
|
2017
Q1 | $601K | Buy |
2,745
+211
| +8% | +$46.7K | 0.16% | 151 |
|
|
2016
Q4 | $566K | Buy |
2,534
+639
| +34% | +$136K | 0.17% | 150 |
|
|
2016
Q3 | $423K | Sell |
1,895
-318
| -14% | -$74.3K | 0.14% | 176 |
|
|
2016
Q2 | $566K | Sell |
2,213
-86
| -4% | -$22.1K | 0.2% | 129 |
|
|
2016
Q1 | $634K | Sell |
2,299
-769
| -25% | -$194K | 0.24% | 110 |
|
|
2015
Q4 | $760K | Buy |
3,068
+1,136
| +59% | +$266K | 0.26% | 108 |
|
|
2015
Q3 | $409K | Buy |
1,932
+365
| +23% | +$74.4K | 0.17% | 153 |
|
|
2015
Q2 | $299K | Buy |
1,567
+65
| +4% | +$12.5K | 0.11% | 222 |
|
|
2015
Q1 | $296K | Sell |
1,502
-154
| -9% | -$30.5K | 0.13% | 218 |
|
|
2014
Q4 | $306K | Buy |
1,656
+185
| +13% | +$33.5K | 0.14% | 203 |
|
|
2014
Q3 | $244K | Buy |
1,471
+7
| +0.5% | +$1.2K | 0.14% | 187 |
|
|
2014
Q2 | $251K | Buy |
1,464
+80
| +6% | +$13.7K | 0.12% | 218 |
|
|
2014
Q1 | $233K | Buy |
1,384
+23
| +2% | +$3.72K | 0.13% | 227 |
|
|
2013
Q4 | $205K | Buy |
1,361
+74
| +6% | +$11.8K | 0.12% | 243 |
|
|
2013
Q3 | $207K | Buy |
+1,287
| New | +$204K | 0.15% | 205 |
|
Other funds holding PSA
Advisor Partners's PSA Position: Q2 2022 in Review
Advisor Partners increased its Public Storage (PSA) stake by 12% in Q2 2022, buying an estimated $221K and bringing the position to 5,913 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #161.
Advisor Partners first reported a position in PSA in Q3 2013 and has held it in 36 quarters since. The position peaked at $2.06M in Q1 2022. 969 funds tracked by Wall St. Rank hold PSA as of Q2 2022.
- Advisor Partners held 5,913 shares of Public Storage worth $1.85M as of Q2 2022.
- Advisor Partners bought 638 Public Storage shares in Q2 2022, an estimated $221K.
- Public Storage made up 0.13% of Advisor Partners's portfolio in Q2 2022, its #161 holding.
- Advisor Partners first reported a position in Public Storage in Q3 2013 and has held it in 36 quarters since.
- Advisor Partners's Public Storage position peaked at $2.06M in Q1 2022.
- 969 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.