Everence Capital Management’s Public Storage PSA Stock Holding History

Everence Capital Management’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$381K	Sell	1,300 -2,700	-68%	-$791K	0.02%	477
2025 Q1	$1.2M	Buy	4,000 +160	+4%	+$47.9K	0.08%	203
2024 Q4	$1.15M	Sell	3,840 -870	-18%	-$261K	0.07%	206
2024 Q3	$1.71M	Sell	4,710 -1,280	-21%	-$466K	0.11%	153
2024 Q2	$1.55K	Hold	5,990	–	–	0.11%	170
2024 Q1	$1.74K	Hold	5,990	–	–	0.11%	161
2023 Q4	$1.83M	Buy	5,990 +1,280	+27%	+$390K	0.13%	149
2023 Q3	$1.24K	Buy	4,710 +1,440	+44%	+$379	0.1%	172
2023 Q2	$926K	Hold	3,270	–	–	0.08%	219
2023 Q1	$988	Hold	3,270	–	–	0.08%	219
2022 Q4	$916	Sell	3,270 -1,220	-27%	-$342	0.08%	216
2022 Q3	$1.32M	Hold	4,490	–	–	0.12%	148
2022 Q2	$1.4M	Hold	4,490	–	–	0.13%	147
2022 Q1	$1.75M	Hold	4,490	–	–	0.13%	131
2021 Q4	$1.68M	Hold	4,490	–	–	0.13%	145
2021 Q3	$1.33M	Hold	4,490	–	–	0.11%	158
2021 Q2	$1.35M	Hold	4,490	–	–	0.11%	158
2021 Q1	$1.11M	Buy	4,490 +1,320	+42%	+$326K	0.1%	169
2020 Q4	$732K	Buy	3,170 +1,250	+65%	+$289K	0.07%	232
2020 Q3	$428K	Hold	1,920	–	–	0.05%	349
2020 Q2	$389K	Hold	1,920	–	–	0.05%	377
2020 Q1	$381K	Hold	1,920	–	–	0.05%	309
2019 Q4	$409K	Sell	1,920 -1,571	-45%	-$335K	0.06%	356
2019 Q3	$856K	Hold	3,491	–	–	0.14%	154
2019 Q2	$831K	Hold	3,491	–	–	0.14%	156
2019 Q1	$760K	Buy	3,491 +1,175	+51%	+$256K	0.13%	166
2018 Q4	$469K	Hold	2,316	–	–	0.11%	210
2018 Q3	$467K	Hold	2,316	–	–	0.09%	236
2018 Q2	$525K	Hold	2,316	–	–	0.11%	216
2018 Q1	$464K	Sell	2,316 -1,510	-39%	-$303K	0.1%	232
2017 Q4	$800K	Hold	3,826	–	–	0.18%	144
2017 Q3	$819K	Hold	3,826	–	–	0.19%	150
2017 Q2	$798K	Buy	3,826 +1,620	+73%	+$338K	0.2%	145
2017 Q1	$483K	Hold	2,206	–	–	0.13%	205
2016 Q4	$493K	Sell	2,206 -936	-30%	-$209K	0.14%	190
2016 Q3	$701K	Hold	3,142	–	–	0.21%	140
2016 Q2	$803K	Hold	3,142	–	–	0.25%	116
2016 Q1	$867K	Hold	3,142	–	–	0.27%	119
2015 Q4	$778K	Hold	3,142	–	–	0.25%	122
2015 Q3	$665K	Hold	3,142	–	–	0.23%	134
2015 Q2	$579K	Hold	3,142	–	–	0.19%	162
2015 Q1	$620K	Hold	3,142	–	–	0.21%	148
2014 Q4	$581K	Hold	3,142	–	–	0.2%	152
2014 Q3	$550K	Hold	3,142	–	–	0.2%	153
2014 Q2	$538K	Hold	3,142	–	–	0.2%	154
2014 Q1	$529K	Hold	3,142	–	–	0.21%	151
2013 Q4	$473K	Hold	3,142	–	–	0.19%	161
2013 Q3	$504K	Hold	3,142	–	–	0.22%	139
2013 Q2	$482K	Buy	+3,142	New	+$482K	0.22%	137