Heartland Advisors’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 | $26.9M | Buy |
91,517
+3,433
| +4% | +$1.01M | 1.5% | 5 |
|
|
2025
Q1 | $26.4M | Sell |
88,084
-812
| -0.9% | -$243K | 1.51% | 4 |
|
|
2024
Q4 | $26.6M | Sell |
88,896
-4,216
| -5% | -$1.26M | 1.45% | 6 |
|
|
2024
Q3 | $33.9M | Sell |
93,112
-6,699
| -7% | -$2.44M | 1.78% | 4 |
|
|
2024
Q2 | $28.7M | Buy |
99,811
+17,278
| +21% | +$4.97M | 1.61% | 6 |
|
|
2024
Q1 | $23.9M | Buy |
82,533
+7,211
| +10% | +$2.09M | 1.25% | 11 |
|
|
2023
Q4 | $23M | Buy |
+75,322
| New | +$23M | 1.2% | 13 |
|
|
2023
Q1 | – | Sell |
-2,973
| Closed | -$833K | – | 188 |
|
|
2022
Q4 | $833K | Sell |
2,973
-1,362
| -31% | -$382K | 0.05% | 181 |
|
|
2022
Q3 | $1.27M | Buy |
4,335
+1,232
| +40% | +$361K | 0.09% | 175 |
|
|
2022
Q2 | $970K | Buy |
3,103
+11
| +0.4% | +$3.44K | 0.07% | 185 |
|
|
2022
Q1 | $1.21M | Sell |
3,092
-6,077
| -66% | -$2.37M | 0.07% | 189 |
|
|
2021
Q4 | $3.43M | Sell |
9,169
-6,219
| -40% | -$2.33M | 0.2% | 160 |
|
|
2021
Q3 | $4.57M | Sell |
15,388
-24,128
| -61% | -$7.17M | 0.28% | 142 |
|
|
2021
Q2 | $11.9M | Sell |
39,516
-10,664
| -21% | -$3.21M | 0.69% | 42 |
|
|
2021
Q1 | $12.4M | Buy |
50,180
+2,638
| +6% | +$651K | 0.78% | 31 |
|
|
2020
Q4 | $11M | Buy |
47,542
+4,673
| +11% | +$1.08M | 0.78% | 34 |
|
|
2020
Q3 | $9.55M | Buy |
42,869
+16,326
| +62% | +$3.64M | 0.83% | 34 |
|
|
2020
Q2 | $5.09M | Buy |
26,543
+664
| +3% | +$127K | 0.45% | 100 |
|
|
2020
Q1 | $5.14M | Buy |
25,879
+24,812
| +2,325% | +$4.93M | 0.55% | 78 |
|
|
2019
Q4 | $227K | Buy |
+1,067
| New | +$227K | 0.02% | 193 |
|