Mackenzie Financial’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 | $5.86M | Buy |
21,619
+1,667
| +8% | +$478K | 0.01% | 628 |
|
|
2025
Q4 | $5.2M | Buy |
19,952
+1,765
| +10% | +$494K | 0.01% | 636 |
|
|
2025
Q3 | $5.25M | Sell |
18,187
-40,743
| -69% | -$11.7M | 0.01% | 627 |
|
|
2025
Q2 | $17.3M | Sell |
58,930
-19,847
| -25% | -$5.88M | 0.02% | 394 |
|
|
2025
Q1 | $23.6M | Buy |
78,777
+5,485
| +7% | +$1.64M | 0.03% | 315 |
|
|
2024
Q4 | $21.9M | Buy |
73,292
+19,870
| +37% | +$6.59M | 0.03% | 336 |
|
|
2024
Q3 | $19.4M | Buy |
53,422
+38,538
| +259% | +$12.5M | 0.03% | 349 |
|
|
2024
Q2 | $4.28M | Sell |
14,884
-3,979
| -21% | -$1.1M | 0.01% | 570 |
|
|
2024
Q1 | $5.47M | Sell |
18,863
-1,715
| -8% | -$492K | 0.01% | 540 |
|
|
2023
Q4 | $6.28M | Sell |
20,578
-66
| -0.3% | -$17.5K | 0.01% | 517 |
|
|
2023
Q3 | $5.28M | Sell |
20,644
-613
| -3% | -$172K | 0.01% | 533 |
|
|
2023
Q2 | $6.23M | Sell |
21,257
-21,664
| -50% | -$6.31M | 0.01% | 511 |
|
|
2023
Q1 | $13M | Buy |
42,921
+712
| +2% | +$209K | 0.02% | 403 |
|
|
2022
Q4 | $11.8M | Sell |
42,209
-9,987
| -19% | -$2.91M | 0.02% | 383 |
|
|
2022
Q3 | $15.3M | Sell |
52,196
-1,030
| -2% | -$335K | 0.03% | 352 |
|
|
2022
Q2 | $16.6M | Sell |
53,226
-39,867
| -43% | -$13.8M | 0.03% | 350 |
|
|
2022
Q1 | $36.3M | Sell |
93,093
-9,700
| -9% | -$3.52M | 0.05% | 260 |
|
|
2021
Q4 | $38.5M | Sell |
102,793
-3,549
| -3% | -$1.19M | 0.05% | 268 |
|
|
2021
Q3 | $31.6M | Buy |
106,342
+1,722
| +2% | +$540K | 0.04% | 282 |
|
|
2021
Q2 | $31.5M | Buy |
104,620
+56,701
| +118% | +$15.9M | 0.04% | 270 |
|
|
2021
Q1 | $11.8M | Buy |
47,919
+10,268
| +27% | +$2.39M | 0.02% | 398 |
|
|
2020
Q4 | $8.7M | Buy |
37,651
+9,915
| +36% | +$2.27M | 0.02% | 364 |
|
|
2020
Q3 | $6.18M | Sell |
27,736
-9,189
| -25% | -$1.88M | 0.02% | 373 |
|
|
2020
Q2 | $7.09M | Sell |
36,925
-1,516
| -4% | -$292K | 0.02% | 342 |
|
|
2020
Q1 | $7.63M | Sell |
38,441
-11,144
| -22% | -$2.39M | 0.02% | 301 |
|
|
2019
Q4 | $10.6M | Buy |
49,585
+2,397
| +5% | +$532K | 0.03% | 311 |
|
|
2019
Q3 | $11.6M | Buy |
47,188
+670
| +1% | +$168K | 0.03% | 307 |
|
|
2019
Q2 | $11.1M | Sell |
46,518
-47,442
| -50% | -$10.9M | 0.03% | 298 |
|
|
2019
Q1 | $20.5M | Buy |
93,960
+60,320
| +179% | +$12.6M | 0.05% | 264 |
|
|
2018
Q4 | $6.81M | Buy |
33,640
+18,141
| +117% | +$3.7M | 0.02% | 447 |
|
|
2018
Q3 | $3.13M | Buy |
15,499
+12,756
| +465% | +$2.75M | 0.01% | 576 |
|
|
2018
Q2 | $622K | Buy |
2,743
+863
| +46% | +$180K | ﹤0.01% | 747 |
|
|
2018
Q1 | $377K | Buy |
1,880
+803
| +75% | +$156K | ﹤0.01% | 777 |
|
|
2017
Q4 | $225K | Buy |
+1,077
| New | +$228K | ﹤0.01% | 786 |
|
|
2016
Q4 | – | Sell |
-2,008
| Closed | -$448K | – | 715 |
|
|
2016
Q3 | $448K | Sell |
2,008
-5,314
| -73% | -$1.24M | ﹤0.01% | 513 |
|
|
2016
Q2 | $1.87M | Buy |
7,322
+1,885
| +35% | +$484K | 0.01% | 449 |
|
|
2016
Q1 | $1.5M | Buy |
5,437
+1,238
| +29% | +$312K | 0.01% | 414 |
|
|
2015
Q4 | $1.04M | Buy |
4,199
+657
| +19% | +$154K | 0.01% | 533 |
|
|
2015
Q3 | $750K | Sell |
3,542
-2,190
| -38% | -$446K | ﹤0.01% | 591 |
|
|
2015
Q2 | $1.06M | Buy |
5,732
+1,233
| +27% | +$236K | 0.01% | 547 |
|
|
2015
Q1 | $887K | Buy |
4,499
+1,091
| +32% | +$216K | ﹤0.01% | 571 |
|
|
2014
Q4 | $630K | Buy |
3,408
+688
| +25% | +$125K | ﹤0.01% | 606 |
|
|
2014
Q3 | $451K | Sell |
2,720
-5,609
| -67% | -$964K | ﹤0.01% | 626 |
|
|
2014
Q2 | $1.43M | Buy |
8,329
+1,595
| +24% | +$273K | 0.01% | 458 |
|
|
2014
Q1 | $1.14M | Buy |
6,734
+16
| +0.2% | +$2.59K | 0.01% | 471 |
|
|
2013
Q4 | $1.01M | Buy |
6,718
+1,644
| +32% | +$263K | 0.01% | 486 |
|
|
2013
Q3 | $815K | Sell |
5,074
-3,099
| -38% | -$491K | ﹤0.01% | 517 |
|
|
2013
Q2 | $1.25M | Buy |
+8,173
| New | +$1.29M | 0.01% | 455 |
|
Other funds holding PSA
VPM
VCM