Edgestream Partners’s Public Storage PSA Stock Holding History

Edgestream Partners’s Portfolio PSA Stock Details PSA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.48M	Buy	25,494 +1,071	+4%	+$314K	0.21%	169
2025 Q1	$7.31M	Buy	24,423 +20,058	+460%	+$6M	0.25%	113
2024 Q4	$1.31M	Sell	4,365 -3,367	-44%	-$1.01M	0.06%	501
2024 Q3	$2.81M	Buy	7,732 +1,166	+18%	+$424K	0.12%	299
2024 Q2	$1.89M	Buy	+6,566	New	+$1.89M	0.09%	356
2023 Q4	–	Sell	-1,158	Closed	-$305K	–	1020
2023 Q3	$305K	Sell	1,158 -7	-0.6%	-$1.85K	0.02%	708
2023 Q2	$340K	Buy	+1,165	New	+$340K	0.03%	609
2022 Q3	–	Sell	-6,981	Closed	-$2.18M	–	580
2022 Q2	$2.18M	Buy	+6,981	New	+$2.18M	0.17%	186
2022 Q1	–	Sell	-4,661	Closed	-$1.75M	–	616
2021 Q4	$1.75M	Buy	+4,661	New	+$1.75M	0.11%	250
2021 Q2	–	Sell	-5,732	Closed	-$1.41M	–	522
2021 Q1	$1.41M	Buy	+5,732	New	+$1.41M	0.08%	275
2020 Q1	–	Sell	-35,303	Closed	-$7.52M	–	366
2019 Q4	$7.52M	Buy	35,303 +33,936	+2,483%	+$7.23M	0.39%	87
2019 Q3	$335K	Buy	+1,367	New	+$335K	0.03%	227
2019 Q1	–	Sell	-19,160	Closed	-$3.88M	–	278
2018 Q4	$3.88M	Buy	19,160 +1,369	+8%	+$277K	0.68%	53
2018 Q3	$3.59M	Buy	+17,791	New	+$3.59M	0.61%	62
2017 Q3	–	Sell	-1,766	Closed	-$368K	–	141
2017 Q2	$368K	Sell	1,766 -581	-25%	-$121K	0.14%	102
2017 Q1	$514K	Buy	+2,347	New	+$514K	0.23%	91
2016 Q4	–	Sell	-5,722	Closed	-$1.28M	–	127
2016 Q3	$1.28M	Buy	5,722 +554	+11%	+$124K	0.7%	37
2016 Q2	$1.32M	Sell	5,168 -2,965	-36%	-$758K	1.77%	13
2016 Q1	$2.24M	Buy	8,133 +4,447	+121%	+$1.23M	2.52%	9
2015 Q4	$913K	Buy	+3,686	New	+$913K	2.61%	8
2015 Q2	–	Sell	-1,644	Closed	-$324K	–	122
2015 Q1	$324K	Sell	1,644 -700	-30%	-$138K	0.42%	62
2014 Q4	$433K	Sell	2,344 -549	-19%	-$101K	0.99%	36
2014 Q3	$480K	Buy	+2,893	New	+$480K	0.42%	49
2014 Q2	–	Sell	-1,637	Closed	-$276K	–	90
2014 Q1	$276K	Buy	+1,637	New	+$276K	0.29%	32