O'Shaughnessy Asset Management’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	$9.19M	Buy	33,922 +11,307	+50%	+$3.24M	0.05%	396
2025 Q4	$5.87M	Sell	22,615 -7,396	-25%	-$2.07M	0.03%	472
2025 Q3	$8.67M	Sell	30,011 -1,857	-6%	-$533K	0.05%	366
2025 Q2	$9.35M	Buy	31,868 +1,276	+4%	+$378K	0.06%	316
2025 Q1	$9.16M	Buy	30,592 +3,592	+13%	+$1.07M	0.07%	287
2024 Q4	$8.08M	Buy	27,000 +7,589	+39%	+$2.52M	0.07%	298
2024 Q3	$6.67M	Buy	19,411 +6,095	+46%	+$1.98M	0.06%	331
2024 Q2	$3.83M	Buy	13,316 +1,667	+14%	+$460K	0.04%	421
2024 Q1	$3.38M	Buy	11,649 +1,819	+19%	+$521K	0.04%	438
2023 Q4	$3M	Buy	9,830 +360	+4%	+$95.5K	0.04%	426
2023 Q3	$2.5M	Buy	9,470 +1,481	+19%	+$415K	0.04%	428
2023 Q2	$2.33M	Sell	7,989 -6,270	-44%	-$1.83M	0.03%	419
2023 Q1	$4.31M	Buy	14,259 +8,614	+153%	+$2.53M	0.07%	311
2022 Q4	$1.58M	Sell	5,645 -4,131	-42%	-$1.2M	0.03%	475
2022 Q3	$2.86M	Buy	9,776 +4,519	+86%	+$1.47M	0.05%	329
2022 Q2	$1.64M	Sell	5,257 -2,323	-31%	-$804K	0.03%	434
2022 Q1	$2.96M	Buy	7,580 +2,823	+59%	+$1.02M	0.05%	324
2021 Q4	$1.78M	Buy	4,757 +2,099	+79%	+$701K	0.03%	384
2021 Q3	$790K	Buy	2,658 +1,031	+63%	+$324K	0.02%	529
2021 Q2	$489K	Buy	1,627 +179	+12%	+$50.2K	0.01%	669
2021 Q1	$357K	Buy	1,448 +750	+107%	+$175K	0.01%	720
2020 Q4	$161K	Buy	698 +257	+58%	+$58.9K	﹤0.01%	912
2020 Q3	$98K	Buy	441 +155	+54%	+$31.7K	﹤0.01%	908
2020 Q2	$55K	Buy	286 +209	+271%	+$40.3K	﹤0.01%	981
2020 Q1	$15K	Sell	77 -34	-31%	-$7.28K	﹤0.01%	977
2019 Q4	$24K	Buy	111 +100	+909%	+$22.2K	﹤0.01%	1114
2019 Q3	$3K	Buy	+11	New	+$2.76K	﹤0.01%	842