HighPoint Advisor Group’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 | – | Sell |
-2,094
| Closed | -$543K | – | 947 |
|
|
2025
Q4 | $543K | Buy |
2,094
+106
| +5% | +$29.7K | 0.01% | 645 |
|
|
2025
Q3 | $574K | Buy |
1,988
+105
| +6% | +$30.1K | 0.03% | 359 |
|
|
2025
Q2 | $553K | Buy |
1,883
+320
| +20% | +$94.7K | 0.03% | 352 |
|
|
2025
Q1 | $458K | Buy |
1,563
+235
| +18% | +$70.3K | 0.03% | 380 |
|
|
2024
Q4 | $406K | Buy |
1,328
+64
| +5% | +$21.2K | 0.02% | 425 |
|
|
2024
Q3 | $409K | Sell |
1,264
-352
| -22% | -$114K | 0.02% | 401 |
|
|
2024
Q2 | $492K | Buy |
1,616
+203
| +14% | +$56K | 0.03% | 354 |
|
|
2024
Q1 | $391K | Sell |
1,413
-302
| -18% | -$86.6K | 0.03% | 410 |
|
|
2023
Q4 | $473K | Buy |
+1,715
| New | +$455K | 0.03% | 364 |
|
|
2022
Q2 | $380K | Buy |
+1,200
| New | +$415K | 0.04% | 346 |
|
|
2021
Q3 | $309K | Sell |
1,041
-71
| -6% | -$22.3K | 0.03% | 398 |
|
|
2021
Q2 | $334K | Buy |
1,112
+126
| +13% | +$35.3K | 0.03% | 379 |
|
|
2021
Q1 | $254K | Buy |
986
+36
| +4% | +$8.38K | 0.03% | 405 |
|
|
2020
Q4 | $225K | Sell |
950
-137
| -13% | -$31.4K | 0.03% | 407 |
|
|
2020
Q3 | $251K | Buy |
1,087
+3
| +0.3% | +$613 | 0.05% | 304 |
|
|
2020
Q2 | $216K | Buy |
+1,084
| New | +$209K | 0.05% | 303 |
|
|
2020
Q1 | – | Sell |
-1,073
| Closed | -$238K | – | 390 |
|
|
2019
Q4 | $238K | Buy |
1,073
+7
| +0.7% | +$1.55K | 0.05% | 302 |
|
|
2019
Q3 | $225K | Buy |
1,066
+52
| +5% | +$13.1K | 0.05% | 295 |
|
|
2019
Q2 | $246K | Buy |
1,014
+8
| +0.8% | +$1.83K | 0.06% | 276 |
|
|
2019
Q1 | $224K | Buy |
1,006
+16
| +2% | +$3.35K | 0.05% | 291 |
|
|
2018
Q4 | $205K | Sell |
990
-654
| -40% | -$133K | 0.05% | 289 |
|
|
2018
Q3 | $323K | Buy |
1,644
+51
| +3% | +$11K | 0.09% | 212 |
|
|
2018
Q2 | $352K | Sell |
1,593
-6
| -0.4% | -$1.25K | 0.1% | 213 |
|
|
2018
Q1 | $346K | Sell |
1,599
-37
| -2% | -$7.21K | 0.1% | 213 |
|
|
2017
Q4 | $310K | Buy |
1,636
+193
| +13% | +$40.8K | 0.09% | 216 |
|
|
2017
Q3 | $301K | Sell |
1,443
-4,724
| -77% | -$977K | 0.09% | 210 |
|
|
2017
Q2 | $282K | Hold |
6,167
| – | – | 0.09% | 216 |
|
|
2017
Q1 | $282K | Buy |
+6,167
| New | +$1.37M | 0.09% | 216 |
|
Other funds holding PSA
HighPoint Advisor Group's PSA Position: Q1 2026 in Review
HighPoint Advisor Group sold out of Public Storage (PSA) in Q1 2026, closing a stake of 2,094 shares — an estimated $543K sold.
HighPoint Advisor Group first reported a position in PSA in Q1 2017 and held it in 28 quarters. The position peaked at $574K in Q3 2025. 1,090 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- HighPoint Advisor Group reported no remaining Public Storage position as of Q1 2026 after selling out during the quarter.
- HighPoint Advisor Group sold 2,094 Public Storage shares in Q1 2026, an estimated $543K.
- HighPoint Advisor Group first reported a position in Public Storage in Q1 2017 and held it in 28 quarters.
- HighPoint Advisor Group's Public Storage position peaked at $574K in Q3 2025.
- 1,090 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.