Capital 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
Q1 | $11.1M | Buy |
40,892
+2,520
| +7% | +$723K | 0.16% | 111 |
|
|
2025
Q4 | $9.96M | Buy |
38,372
+1,342
| +4% | +$376K | 0.15% | 119 |
|
|
2025
Q3 | $10.7M | Buy |
37,030
+2,684
| +8% | +$770K | 0.18% | 105 |
|
|
2025
Q2 | $10.1M | Buy |
34,346
+2,285
| +7% | +$676K | 0.18% | 107 |
|
|
2025
Q1 | $9.6M | Buy |
32,061
+3,453
| +12% | +$1.03M | 0.19% | 105 |
|
|
2024
Q4 | $8.57M | Buy |
28,608
+5,793
| +25% | +$1.92M | 0.17% | 108 |
|
|
2024
Q3 | $8.3M | Buy |
22,815
+1,164
| +5% | +$378K | 0.17% | 115 |
|
|
2024
Q2 | $6.23M | Sell |
21,651
-101
| -0.5% | -$27.9K | 0.14% | 119 |
|
|
2024
Q1 | $6.31M | Buy |
21,752
+104
| +0.5% | +$29.8K | 0.15% | 117 |
|
|
2023
Q4 | $6.6M | Buy |
21,648
+1,277
| +6% | +$339K | 0.17% | 114 |
|
|
2023
Q3 | $5.37M | Buy |
20,371
+18,441
| +955% | +$5.17M | 0.15% | 118 |
|
|
2023
Q2 | $563K | Sell |
1,930
-21
| -1% | -$6.12K | 0.02% | 325 |
|
|
2023
Q1 | $590K | Buy |
1,951
+4
| +0.2% | +$1.18K | 0.02% | 327 |
|
|
2022
Q4 | $546K | Sell |
1,947
-67
| -3% | -$19.5K | 0.02% | 347 |
|
|
2022
Q3 | $590K | Sell |
2,014
-49
| -2% | -$15.9K | 0.02% | 313 |
|
|
2022
Q2 | $645K | Sell |
2,063
-72
| -3% | -$24.9K | 0.02% | 310 |
|
|
2022
Q1 | $833K | Sell |
2,135
-208
| -9% | -$75.5K | 0.03% | 295 |
|
|
2021
Q4 | $878K | Sell |
2,343
-4
| -0.2% | -$1.34K | 0.03% | 290 |
|
|
2021
Q3 | $697K | Sell |
2,347
-545
| -19% | -$171K | 0.02% | 324 |
|
|
2021
Q2 | $870K | Sell |
2,892
-93
| -3% | -$26.1K | 0.03% | 295 |
|
|
2021
Q1 | $737K | Buy |
2,985
+184
| +7% | +$42.9K | 0.03% | 303 |
|
|
2020
Q4 | $647K | Sell |
2,801
-155
| -5% | -$35.5K | 0.03% | 309 |
|
|
2020
Q3 | $658K | Sell |
2,956
-4,580
| -61% | -$936K | 0.03% | 286 |
|
|
2020
Q2 | $1.45M | Sell |
7,536
-2,240
| -23% | -$432K | 0.08% | 171 |
|
|
2020
Q1 | $1.94M | Buy |
9,776
+2,460
| +34% | +$527K | 0.12% | 129 |
|
|
2019
Q4 | $1.56M | Sell |
7,316
-294
| -4% | -$65.2K | 0.08% | 177 |
|
|
2019
Q3 | $1.87M | Sell |
7,610
-972
| -11% | -$244K | 0.1% | 157 |
|
|
2019
Q2 | $2.04M | Sell |
8,582
-607
| -7% | -$139K | 0.11% | 148 |
|
|
2019
Q1 | $2M | Sell |
9,189
-12,674
| -58% | -$2.65M | 0.12% | 145 |
|
|
2018
Q4 | $4.42M | Buy |
21,863
+1,216
| +6% | +$248K | 0.3% | 80 |
|
|
2018
Q3 | $4.16M | Buy |
20,647
+3,915
| +23% | +$845K | 0.25% | 88 |
|
|
2018
Q2 | $3.8M | Buy |
16,732
+2,500
| +18% | +$521K | 0.24% | 90 |
|
|
2018
Q1 | $2.85M | Buy |
14,232
+4,287
| +43% | +$835K | 0.19% | 110 |
|
|
2017
Q4 | $2.08M | Buy |
9,945
+376
| +4% | +$79.5K | 0.14% | 139 |
|
|
2017
Q3 | $2.05M | Buy |
9,569
+1,263
| +15% | +$261K | 0.14% | 139 |
|
|
2017
Q2 | $1.73M | Buy |
8,306
+2,053
| +33% | +$441K | 0.12% | 144 |
|
|
2017
Q1 | $1.37M | Buy |
+6,253
| New | +$1.39M | 0.1% | 168 |
|
Other funds holding PSA
VPM
VCM
