Sigma Planning Corp’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 | $209K | Buy |
+773
| New | +$222K | 0.01% | 1221 |
|
|
2024
Q4 | – | Sell |
-654
| Closed | -$238K | – | 1239 |
|
|
2024
Q3 | $238K | Buy |
+654
| New | +$212K | 0.01% | 1053 |
|
|
2024
Q2 | – | Sell |
-1,131
| Closed | -$328K | – | 1251 |
|
|
2024
Q1 | $328K | Buy |
1,131
+415
| +58% | +$119K | 0.01% | 915 |
|
|
2023
Q4 | $218K | Sell |
716
-175
| -20% | -$46.4K | 0.02% | 752 |
|
|
2023
Q3 | $235K | Buy |
891
+27
| +3% | +$7.57K | 0.01% | 1021 |
|
|
2023
Q2 | $252K | Sell |
864
-311
| -26% | -$90.6K | 0.01% | 1003 |
|
|
2023
Q1 | $355K | Sell |
1,175
-24
| -2% | -$7.06K | 0.01% | 942 |
|
|
2022
Q4 | $336K | Buy |
1,199
+58
| +5% | +$16.9K | 0.01% | 920 |
|
|
2022
Q3 | $334K | Buy |
1,141
+197
| +21% | +$64.1K | 0.01% | 907 |
|
|
2022
Q2 | $295K | Sell |
944
-549
| -37% | -$190K | 0.01% | 999 |
|
|
2022
Q1 | $583K | Sell |
1,493
-752
| -33% | -$273K | 0.02% | 779 |
|
|
2021
Q4 | $841K | Buy |
2,245
+821
| +58% | +$274K | 0.02% | 618 |
|
|
2021
Q3 | $423K | Buy |
1,424
+231
| +19% | +$72.5K | 0.01% | 891 |
|
|
2021
Q2 | $359K | Buy |
1,193
+95
| +9% | +$26.6K | 0.01% | 988 |
|
|
2021
Q1 | $271K | Sell |
1,098
-141
| -11% | -$32.8K | 0.01% | 1051 |
|
|
2020
Q4 | $286K | Sell |
1,239
-433
| -26% | -$99.3K | 0.01% | 922 |
|
|
2020
Q3 | $372K | Sell |
1,672
-1
| -0.1% | -$204 | 0.01% | 714 |
|
|
2020
Q2 | $321K | Sell |
1,673
-26
| -2% | -$5.02K | 0.01% | 754 |
|
|
2020
Q1 | $337K | Sell |
1,699
-603
| -26% | -$129K | 0.02% | 605 |
|
|
2019
Q4 | $490K | Sell |
2,302
-114
| -5% | -$25.3K | 0.02% | 603 |
|
|
2019
Q3 | $593K | Sell |
2,416
-531
| -18% | -$133K | 0.03% | 529 |
|
|
2019
Q2 | $702K | Buy |
2,947
+493
| +20% | +$113K | 0.04% | 446 |
|
|
2019
Q1 | $535K | Buy |
2,454
+1,056
| +76% | +$221K | 0.03% | 493 |
|
|
2018
Q4 | $283K | Buy |
1,398
+347
| +33% | +$70.8K | 0.02% | 622 |
|
|
2018
Q3 | $212K | Sell |
1,051
-415
| -28% | -$89.6K | 0.01% | 860 |
|
|
2018
Q2 | $333K | Sell |
1,466
-95
| -6% | -$19.8K | 0.02% | 598 |
|
|
2018
Q1 | $313K | Sell |
1,561
-71
| -4% | -$13.8K | 0.02% | 598 |
|
|
2017
Q4 | $341K | Buy |
1,632
+60
| +4% | +$12.7K | 0.03% | 553 |
|
|
2017
Q3 | $336K | Buy |
1,572
+18
| +1% | +$3.72K | 0.03% | 563 |
|
|
2017
Q2 | $324K | Sell |
1,554
-300
| -16% | -$64.5K | 0.03% | 545 |
|
|
2017
Q1 | $406K | Buy |
1,854
+28
| +2% | +$6.2K | 0.04% | 462 |
|
|
2016
Q4 | $408K | Buy |
1,826
+99
| +6% | +$21.1K | 0.04% | 413 |
|
|
2016
Q3 | $386K | Sell |
1,727
-58
| -3% | -$13.5K | 0.05% | 421 |
|
|
2016
Q2 | $456K | Buy |
1,785
+340
| +24% | +$87.3K | 0.06% | 349 |
|
|
2016
Q1 | $399K | Buy |
1,445
+31
| +2% | +$7.82K | 0.05% | 365 |
|
|
2015
Q4 | $350K | Buy |
+1,414
| New | +$331K | 0.05% | 407 |
|
|
2015
Q3 | – | Sell |
-1,604
| Closed | -$296K | – | 734 |
|
|
2015
Q2 | $296K | Buy |
1,604
+198
| +14% | +$38K | 0.04% | 492 |
|
|
2015
Q1 | $277K | Sell |
1,406
-165
| -11% | -$32.7K | 0.04% | 555 |
|
|
2014
Q4 | $290K | Buy |
+1,571
| New | +$284K | 0.04% | 509 |
|
Other funds holding PSA
VPM
VCM
Sigma Planning Corp's PSA Position: Q1 2026 in Review
Sigma Planning Corp opened a new position in Public Storage (PSA) in Q1 2026: 773 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in PSA as recently as Q3 2024.
Sigma Planning Corp first reported a position in PSA in Q4 2014 and has held it in 39 quarters since. The position peaked at $841K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.
- Sigma Planning Corp held 773 shares of Public Storage worth $209K as of Q1 2026.
- Public Storage was a new Sigma Planning Corp position in Q1 2026.
- Public Storage made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1221 holding.
- Sigma Planning Corp first reported a position in Public Storage in Q4 2014 and has held it in 39 quarters since.
- Sigma Planning Corp's Public Storage position peaked at $841K in Q4 2021.
- 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.