HCM
Hilton Capital Management’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40,832
| Closed | -$14.9M | – | 178 |
|
|
2024
Q3 | $14.9M | Buy |
40,832
+20,720
| +103% | +$7.54M | 1.15% | 19 |
|
|
2024
Q2 | $5.79M | Buy |
20,112
+1,112
| +6% | +$320K | 0.49% | 55 |
|
|
2024
Q1 | $5.51M | Buy |
19,000
+227
| +1% | +$65.8K | 0.49% | 58 |
|
|
2023
Q4 | $5.73M | Buy |
+18,773
| New | +$5.73M | 0.61% | 48 |
|
|
2022
Q1 | – | Sell |
-77,007
| Closed | -$28.8M | – | 140 |
|
|
2021
Q4 | $28.8M | Buy |
77,007
+2,030
| +3% | +$760K | 2.65% | 9 |
|
|
2021
Q3 | $22.3M | Buy |
+74,977
| New | +$22.3M | 2.18% | 13 |
|