Fiduciary Trust’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 | $7.51M | Sell |
27,737
-3,005
| -10% | -$862K | 0.09% | 132 |
|
|
2025
Q4 | $7.98M | Sell |
30,742
-788
| -2% | -$220K | 0.09% | 125 |
|
|
2025
Q3 | $9.11M | Sell |
31,530
-934
| -3% | -$268K | 0.1% | 119 |
|
|
2025
Q2 | $9.53M | Sell |
32,464
-1,588
| -5% | -$470K | 0.12% | 111 |
|
|
2025
Q1 | $10.2M | Sell |
34,052
-1,612
| -5% | -$482K | 0.13% | 101 |
|
|
2024
Q4 | $10.7M | Sell |
35,664
-550
| -2% | -$183K | 0.14% | 101 |
|
|
2024
Q3 | $13.2M | Sell |
36,214
-731
| -2% | -$237K | 0.18% | 86 |
|
|
2024
Q2 | $10.6M | Sell |
36,945
-1,603
| -4% | -$442K | 0.16% | 93 |
|
|
2024
Q1 | $11.2M | Sell |
38,548
-374
| -1% | -$107K | 0.17% | 92 |
|
|
2023
Q4 | $11.9M | Sell |
38,922
-47
| -0.1% | -$12.5K | 0.2% | 82 |
|
|
2023
Q3 | $10.3M | Sell |
38,969
-713
| -2% | -$200K | 0.19% | 88 |
|
|
2023
Q2 | $11.6M | Sell |
39,682
-955
| -2% | -$278K | 0.2% | 84 |
|
|
2023
Q1 | $12.3M | Sell |
40,637
-3,338
| -8% | -$982K | 0.23% | 75 |
|
|
2022
Q4 | $12.3M | Sell |
43,975
-499
| -1% | -$146K | 0.24% | 79 |
|
|
2022
Q3 | $13M | Sell |
44,474
-72
| -0.2% | -$23.4K | 0.28% | 64 |
|
|
2022
Q2 | $13.9M | Sell |
44,546
-3,240
| -7% | -$1.12M | 0.29% | 67 |
|
|
2022
Q1 | $18.6M | Sell |
47,786
-1,751
| -4% | -$635K | 0.33% | 61 |
|
|
2021
Q4 | $18.6M | Sell |
49,537
-979
| -2% | -$327K | 0.31% | 58 |
|
|
2021
Q3 | $15M | Sell |
50,516
-555
| -1% | -$174K | 0.27% | 72 |
|
|
2021
Q2 | $15.4M | Sell |
51,071
-1,840
| -3% | -$516K | 0.3% | 68 |
|
|
2021
Q1 | $13.1M | Sell |
52,911
-504
| -0.9% | -$117K | 0.26% | 79 |
|
|
2020
Q4 | $12.3M | Buy |
53,415
+8,721
| +20% | +$2M | 0.26% | 77 |
|
|
2020
Q3 | $9.95M | Sell |
44,694
-3,180
| -7% | -$650K | 0.23% | 84 |
|
|
2020
Q2 | $9.19M | Sell |
47,874
-2,265
| -5% | -$437K | 0.23% | 86 |
|
|
2020
Q1 | $9.96M | Sell |
50,139
-896
| -2% | -$192K | 0.29% | 74 |
|
|
2019
Q4 | $10.9M | Sell |
51,035
-296
| -0.6% | -$65.7K | 0.25% | 82 |
|
|
2019
Q3 | $12.6M | Sell |
51,331
-922
| -2% | -$232K | 0.32% | 72 |
|
|
2019
Q2 | $12.4M | Sell |
52,253
-2,216
| -4% | -$508K | 0.33% | 72 |
|
|
2019
Q1 | $11.9M | Sell |
54,469
-2,596
| -5% | -$543K | 0.32% | 73 |
|
|
2018
Q4 | $11.6M | Sell |
57,065
-2,886
| -5% | -$589K | 0.35% | 68 |
|
|
2018
Q3 | $12.1M | Sell |
59,951
-2,347
| -4% | -$507K | 0.34% | 76 |
|
|
2018
Q2 | $14.1M | Sell |
62,298
-4,811
| -7% | -$1M | 0.43% | 62 |
|
|
2018
Q1 | $13.4M | Sell |
67,109
-4,513
| -6% | -$879K | 0.42% | 66 |
|
|
2017
Q4 | $15M | Sell |
71,622
-2,349
| -3% | -$496K | 0.45% | 62 |
|
|
2017
Q3 | $15.8M | Sell |
73,971
-4,086
| -5% | -$845K | 0.49% | 57 |
|
|
2017
Q2 | $16.3M | Sell |
78,057
-8,476
| -10% | -$1.82M | 0.5% | 58 |
|
|
2017
Q1 | $18.9M | Sell |
86,533
-13,229
| -13% | -$2.93M | 0.58% | 50 |
|
|
2016
Q4 | $22.3M | Sell |
99,762
-6,609
| -6% | -$1.41M | 0.72% | 38 |
|
|
2016
Q3 | $23.7M | Sell |
106,371
-2,024
| -2% | -$473K | 0.81% | 29 |
|
|
2016
Q2 | $27.7M | Sell |
108,395
-2,870
| -3% | -$737K | 0.97% | 22 |
|
|
2016
Q1 | $30.7M | Buy |
111,265
+20,861
| +23% | +$5.26M | 1.09% | 20 |
|
|
2015
Q4 | $22.4M | Sell |
90,404
-683
| -0.7% | -$160K | 0.95% | 30 |
|
|
2015
Q3 | $19.3M | Sell |
91,087
-625
| -0.7% | -$127K | 0.87% | 35 |
|
|
2015
Q2 | $16.9M | Sell |
91,712
-940
| -1% | -$180K | 0.7% | 46 |
|
|
2015
Q1 | $18.3M | Sell |
92,652
-3,158
| -3% | -$626K | 0.76% | 43 |
|
|
2014
Q4 | $17.7M | Buy |
95,810
+78
| +0.1% | +$14.1K | 0.74% | 46 |
|
|
2014
Q3 | $15.9M | Sell |
95,732
-1,267
| -1% | -$218K | 0.7% | 48 |
|
|
2014
Q2 | $16.6M | Sell |
96,999
-934
| -1% | -$160K | 0.71% | 50 |
|
|
2014
Q1 | $16.5M | Sell |
97,933
-206
| -0.2% | -$33.3K | 0.73% | 47 |
|
|
2013
Q4 | $14.8M | Sell |
98,139
-1,312
| -1% | -$210K | 0.65% | 52 |
|
|
2013
Q3 | $16M | Sell |
99,451
-7,561
| -7% | -$1.2M | 0.74% | 45 |
|
|
2013
Q2 | $16.4M | Buy |
+107,012
| New | +$16.9M | 0.76% | 43 |
|
Other funds holding PSA
VPM
VCM
