Cerity Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4M | Buy |
96,643
+67,886
| +236% | +$19.9M | 0.05% | 296 |
|
|
2025
Q1 | $8.61M | Sell |
28,757
-3,579
| -11% | -$1.07M | 0.02% | 537 |
|
|
2024
Q4 | $10M | Sell |
32,336
-230
| -0.7% | -$71.1K | 0.02% | 479 |
|
|
2024
Q3 | $11.8M | Buy |
32,566
+4,961
| +18% | +$1.81M | 0.03% | 445 |
|
|
2024
Q2 | $7.94M | Buy |
27,605
+883
| +3% | +$254K | 0.02% | 488 |
|
|
2024
Q1 | $7.75M | Buy |
26,722
+5,055
| +23% | +$1.47M | 0.02% | 526 |
|
|
2023
Q4 | $6.61M | Buy |
21,667
+506
| +2% | +$154K | 0.02% | 461 |
|
|
2023
Q3 | $5.58M | Sell |
21,161
-1,183
| -5% | -$312K | 0.03% | 391 |
|
|
2023
Q2 | $6.52M | Sell |
22,344
-306
| -1% | -$89.3K | 0.03% | 442 |
|
|
2023
Q1 | $6.83M | Sell |
22,650
-497
| -2% | -$150K | 0.02% | 432 |
|
|
2022
Q4 | $6.49M | Buy |
23,147
+20,445
| +757% | +$5.73M | 0.04% | 321 |
|
|
2022
Q3 | $792K | Sell |
2,702
-76
| -3% | -$22.3K | 0.01% | 569 |
|
|
2022
Q2 | $869K | Buy |
2,778
+1,842
| +197% | +$576K | 0.01% | 587 |
|
|
2022
Q1 | $365K | Buy |
936
+208
| +29% | +$81.1K | 0.01% | 670 |
|
|
2021
Q4 | $273K | Buy |
+728
| New | +$273K | ﹤0.01% | 813 |
|
|
2019
Q1 | – | Sell |
-1,041
| Closed | -$211K | – | 564 |
|
|
2018
Q4 | $211K | Sell |
1,041
-390
| -27% | -$79K | 0.01% | 476 |
|
|
2018
Q3 | $289K | Sell |
1,431
-70
| -5% | -$14.1K | 0.02% | 425 |
|
|
2018
Q2 | $341K | Buy |
1,501
+464
| +45% | +$105K | 0.03% | 400 |
|
|
2018
Q1 | $208K | Sell |
1,037
-1
| -0.1% | -$201 | 0.02% | 498 |
|
|
2017
Q4 | $217K | Buy |
1,038
+12
| +1% | +$2.51K | 0.01% | 516 |
|
|
2017
Q3 | $220K | Buy |
+1,026
| New | +$220K | 0.02% | 517 |
|