NGA
Naples Global Advisors’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $886K | Buy |
3,020
+532
| +21% | +$156K | 0.08% | 240 |
|
|
2025
Q1 | $744K | Buy |
2,488
+695
| +39% | +$208K | 0.07% | 248 |
|
|
2024
Q4 | $537K | Buy |
1,793
+260
| +17% | +$77.8K | 0.05% | 281 |
|
|
2024
Q3 | $558K | Buy |
1,533
+25
| +2% | +$9.09K | 0.05% | 276 |
|
|
2024
Q2 | $434K | Buy |
1,508
+115
| +8% | +$33.1K | 0.04% | 300 |
|
|
2024
Q1 | $404K | Buy |
1,393
+80
| +6% | +$23.2K | 0.04% | 312 |
|
|
2023
Q4 | $400K | Buy |
1,313
+464
| +55% | +$141K | 0.04% | 307 |
|
|
2023
Q3 | $224K | Sell |
849
-62
| -7% | -$16.3K | 0.03% | 370 |
|
|
2023
Q2 | $266K | Buy |
911
+77
| +9% | +$22.5K | 0.03% | 355 |
|
|
2023
Q1 | $252K | Sell |
834
-100
| -11% | -$30.2K | 0.03% | 355 |
|
|
2022
Q4 | $262K | Hold |
934
| – | – | 0.03% | 345 |
|
|
2022
Q3 | $273K | Hold |
934
| – | – | 0.04% | 329 |
|
|
2022
Q2 | $292K | Sell |
934
-75
| -7% | -$23.4K | 0.04% | 322 |
|
|
2022
Q1 | $394K | Buy |
1,009
+75
| +8% | +$29.3K | 0.05% | 307 |
|
|
2021
Q4 | $350K | Hold |
934
| – | – | 0.04% | 324 |
|
|
2021
Q3 | $277K | Hold |
934
| – | – | 0.04% | 342 |
|
|
2021
Q2 | $281K | Hold |
934
| – | – | 0.04% | 335 |
|
|
2021
Q1 | $230K | Hold |
934
| – | – | 0.04% | 344 |
|
|
2020
Q4 | $216K | Hold |
934
| – | – | 0.04% | 334 |
|
|
2020
Q3 | $208K | Buy |
+934
| New | +$208K | 0.04% | 325 |
|