Envestnet Asset Management’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 | $49.3M | Buy |
167,974
+4,312
| +3% | +$1.27M | 0.01% | 756 |
|
|
2025
Q1 | $49M | Sell |
163,662
-4,051
| -2% | -$1.21M | 0.02% | 722 |
|
|
2024
Q4 | $50.2M | Sell |
167,713
-13,965
| -8% | -$4.18M | 0.02% | 719 |
|
|
2024
Q3 | $66.1M | Buy |
181,678
+20,681
| +13% | +$7.53M | 0.02% | 603 |
|
|
2024
Q2 | $46.3M | Buy |
160,997
+13,142
| +9% | +$3.78M | 0.02% | 700 |
|
|
2024
Q1 | $42.9M | Buy |
147,855
+6,384
| +5% | +$1.85M | 0.02% | 727 |
|
|
2023
Q4 | $43.1M | Buy |
141,471
+7,564
| +6% | +$2.31M | 0.02% | 669 |
|
|
2023
Q3 | $35.3M | Buy |
133,907
+20,166
| +18% | +$5.31M | 0.02% | 712 |
|
|
2023
Q2 | $33.2M | Sell |
113,741
-667,156
| -85% | -$195M | 0.01% | 673 |
|
|
2023
Q1 | $32.9M | Buy |
780,897
+693,103
| +789% | +$29.2M | 0.02% | 643 |
|
|
2022
Q4 | $24.6M | Buy |
87,794
+6,120
| +7% | +$1.71M | 0.01% | 752 |
|
|
2022
Q3 | $23.9M | Buy |
81,674
+6,385
| +8% | +$1.87M | 0.01% | 691 |
|
|
2022
Q2 | $23.5M | Sell |
75,289
-2,691
| -3% | -$841K | 0.01% | 703 |
|
|
2022
Q1 | $30.4M | Sell |
77,980
-12,450
| -14% | -$4.86M | 0.02% | 663 |
|
|
2021
Q4 | $33.9M | Buy |
90,430
+11,397
| +14% | +$4.27M | 0.02% | 632 |
|
|
2021
Q3 | $23.5M | Buy |
79,033
+7,014
| +10% | +$2.08M | 0.01% | 726 |
|
|
2021
Q2 | $21.7M | Buy |
72,019
+18,189
| +34% | +$5.47M | 0.01% | 751 |
|
|
2021
Q1 | $13.3M | Buy |
53,830
+10,068
| +23% | +$2.48M | 0.01% | 885 |
|
|
2020
Q4 | $10.1M | Sell |
43,762
-1,457
| -3% | -$336K | 0.01% | 911 |
|
|
2020
Q3 | $10.1M | Buy |
45,219
+7,408
| +20% | +$1.65M | 0.01% | 814 |
|
|
2020
Q2 | $7.26M | Buy |
37,811
+3,394
| +10% | +$651K | 0.01% | 931 |
|
|
2020
Q1 | $6.84M | Buy |
34,417
+8,317
| +32% | +$1.65M | 0.01% | 847 |
|
|
2019
Q4 | $5.56M | Sell |
26,100
-1,528
| -6% | -$325K | 0.01% | 1079 |
|
|
2019
Q3 | $6.78M | Sell |
27,628
-3,132
| -10% | -$768K | 0.01% | 922 |
|
|
2019
Q2 | $7.33M | Buy |
30,760
+2,462
| +9% | +$586K | 0.01% | 858 |
|
|
2019
Q1 | $6.16M | Buy |
28,298
+5,853
| +26% | +$1.27M | 0.01% | 897 |
|
|
2018
Q4 | $4.54M | Buy |
22,445
+20,457
| +1,029% | +$4.14M | 0.01% | 933 |
|
|
2018
Q3 | $401K | Sell |
1,988
-15,320
| -89% | -$3.09M | ﹤0.01% | 978 |
|
|
2018
Q2 | $3.93M | Sell |
17,308
-361
| -2% | -$81.9K | 0.01% | 567 |
|
|
2018
Q1 | $3.55M | Sell |
17,669
-4,876
| -22% | -$980K | 0.01% | 501 |
|
|
2017
Q4 | $4.71M | Sell |
22,545
-878
| -4% | -$183K | 0.01% | 624 |
|
|
2017
Q3 | $5.01M | Buy |
23,423
+1,101
| +5% | +$236K | 0.01% | 550 |
|
|
2017
Q2 | $4.65M | Buy |
22,322
+8,458
| +61% | +$1.76M | 0.01% | 596 |
|
|
2017
Q1 | $3.04M | Buy |
13,864
+1,206
| +10% | +$264K | 0.01% | 762 |
|
|
2016
Q4 | $2.83M | Sell |
12,658
-3,300
| -21% | -$737K | 0.01% | 764 |
|
|
2016
Q3 | $3.56M | Sell |
15,958
-3,748
| -19% | -$836K | 0.01% | 715 |
|
|
2016
Q2 | $5.04M | Sell |
19,706
-17,268
| -47% | -$4.41M | 0.02% | 617 |
|
|
2016
Q1 | $10.2M | Buy |
36,974
+13,176
| +55% | +$3.63M | 0.04% | 347 |
|
|
2015
Q4 | $5.9M | Buy |
23,798
+1,468
| +7% | +$364K | 0.03% | 514 |
|
|
2015
Q3 | $4.73M | Sell |
22,330
-1,216
| -5% | -$257K | 0.02% | 578 |
|
|
2015
Q2 | $4.34M | Buy |
23,546
+691
| +3% | +$127K | 0.02% | 664 |
|
|
2015
Q1 | $4.51M | Buy |
22,855
+19,842
| +659% | +$3.91M | 0.02% | 606 |
|
|
2014
Q4 | $557K | Sell |
3,013
-3,818
| -56% | -$706K | 0.01% | 691 |
|
|
2014
Q3 | $1.13M | Buy |
6,831
+2,457
| +56% | +$408K | 0.01% | 538 |
|
|
2014
Q2 | $750K | Buy |
4,374
+2,825
| +182% | +$484K | 0.01% | 651 |
|
|
2014
Q1 | $261K | Buy |
1,549
+977
| +171% | +$165K | ﹤0.01% | 824 |
|
|
2013
Q4 | $86K | Sell |
572
-295
| -34% | -$44.4K | ﹤0.01% | 1064 |
|
|
2013
Q3 | $139K | Buy |
867
+176
| +25% | +$28.2K | ﹤0.01% | 886 |
|
|
2013
Q2 | $106K | Buy |
+691
| New | +$106K | ﹤0.01% | 958 |
|