HCM
HGI Capital Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
13,557
+2,985
| +28% | +$876K | 5.39% | 5 |
|
|
2025
Q1 | $3.16M | Buy |
+10,572
| New | +$3.16M | 3.95% | 15 |
|
|
2023
Q3 | – | Sell |
-36,824
| Closed | -$10.7M | – | 53 |
|
|
2023
Q2 | $10.7M | Buy |
+36,824
| New | +$10.7M | 5.17% | 5 |
|
|
2023
Q1 | – | Sell |
-24,858
| Closed | -$6.96M | – | 36 |
|
|
2022
Q4 | $6.96M | Sell |
24,858
-46,241
| -65% | -$13M | 1.99% | 24 |
|
|
2022
Q3 | $20.8M | Buy |
71,099
+28,449
| +67% | +$8.33M | 6.64% | 1 |
|
|
2022
Q2 | $13.3M | Buy |
42,650
+12,973
| +44% | +$4.06M | 5.57% | 5 |
|
|
2022
Q1 | $11.6M | Buy |
+29,677
| New | +$11.6M | 3.57% | 6 |
|
|
2021
Q4 | – | Sell |
-15,945
| Closed | -$4.74M | – | 79 |
|
|
2021
Q3 | $4.74M | Sell |
15,945
-1,175
| -7% | -$349K | 1.91% | 17 |
|
|
2021
Q2 | $5.15M | Sell |
17,120
-8,098
| -32% | -$2.44M | 1.79% | 16 |
|
|
2021
Q1 | $6.22M | Buy |
+25,218
| New | +$6.22M | 2.64% | 11 |
|
|
2020
Q4 | – | Sell |
-15,783
| Closed | -$3.52M | – | 67 |
|
|
2020
Q3 | $3.52M | Sell |
15,783
-2,336
| -13% | -$520K | 2.06% | 23 |
|
|
2020
Q2 | $3.48M | Sell |
18,119
-4,655
| -20% | -$893K | 2.14% | 15 |
|
|
2020
Q1 | $4.52M | Buy |
+22,774
| New | +$4.52M | 4.29% | 7 |
|
|
2019
Q4 | – | Sell |
-16,755
| Closed | -$4.11M | – | 68 |
|
|
2019
Q3 | $4.11M | Sell |
16,755
-7,457
| -31% | -$1.83M | 2.26% | 14 |
|
|
2019
Q2 | $5.77M | Sell |
24,212
-10,880
| -31% | -$2.59M | 2.62% | 10 |
|
|
2019
Q1 | $7.64M | Buy |
+35,092
| New | +$7.64M | 4.02% | 2 |
|