Westwood Holdings Group’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 | $30.6M | Buy |
113,085
+18,312
| +19% | +$5.25M | 0.22% | 161 |
|
|
2025
Q4 | $24.6M | Sell |
94,773
-9,399
| -9% | -$2.63M | 0.2% | 175 |
|
|
2025
Q3 | $30.1M | Sell |
104,172
-880
| -0.8% | -$253K | 0.21% | 147 |
|
|
2025
Q2 | $30.8M | Buy |
105,052
+174
| +0.2% | +$51.5K | 0.22% | 144 |
|
|
2025
Q1 | $31.4M | Sell |
104,878
-2,054
| -2% | -$614K | 0.24% | 134 |
|
|
2024
Q4 | $32M | Sell |
106,932
-3,610
| -3% | -$1.2M | 0.25% | 132 |
|
|
2024
Q3 | $40.2M | Buy |
110,542
+31,504
| +40% | +$10.2M | 0.17% | 151 |
|
|
2024
Q2 | $22.7M | Buy |
79,038
+4,655
| +6% | +$1.28M | 0.11% | 191 |
|
|
2024
Q1 | $21.6M | Sell |
74,383
-244,424
| -77% | -$70.1M | 0.17% | 163 |
|
|
2023
Q4 | $97.2M | Sell |
318,807
-10,179
| -3% | -$2.7M | 0.82% | 24 |
|
|
2023
Q3 | $86.7M | Buy |
328,986
+9,604
| +3% | +$2.69M | 0.81% | 28 |
|
|
2023
Q2 | $93.2M | Buy |
319,382
+138,926
| +77% | +$40.5M | 0.83% | 26 |
|
|
2023
Q1 | $54.5M | Buy |
180,456
+110,915
| +159% | +$32.6M | 0.49% | 88 |
|
|
2022
Q4 | $19.5M | Buy |
69,541
+5,350
| +8% | +$1.56M | 0.17% | 151 |
|
|
2022
Q3 | $18.8M | Buy |
64,191
+423
| +0.7% | +$138K | 0.22% | 126 |
|
|
2022
Q2 | $19.9M | Sell |
63,768
-75,564
| -54% | -$26.2M | 0.22% | 135 |
|
|
2022
Q1 | $54.4M | Sell |
139,332
-584
| -0.4% | -$212K | 0.5% | 85 |
|
|
2021
Q4 | $52.4M | Sell |
139,916
-20,322
| -13% | -$6.79M | 0.47% | 87 |
|
|
2021
Q3 | $47.6M | Sell |
160,238
-255,676
| -61% | -$80.2M | 0.52% | 80 |
|
|
2021
Q2 | $125M | Sell |
415,914
-109,162
| -21% | -$30.6M | 1.27% | 9 |
|
|
2021
Q1 | $130M | Buy |
525,076
+6,039
| +1% | +$1.41M | 1.3% | 6 |
|
|
2020
Q4 | $120M | Sell |
519,037
-22,604
| -4% | -$5.18M | 1.38% | 8 |
|
|
2020
Q3 | $121M | Buy |
541,641
+104,131
| +24% | +$21.3M | 1.53% | 6 |
|
|
2020
Q2 | $84M | Buy |
437,510
+25,509
| +6% | +$4.92M | 1.11% | 15 |
|
|
2020
Q1 | $81.8M | Sell |
412,001
-26,656
| -6% | -$5.71M | 1.23% | 17 |
|
|
2019
Q4 | $93.4M | Buy |
438,657
+71,944
| +20% | +$16M | 1% | 22 |
|
|
2019
Q3 | $89.9M | Sell |
366,713
-12,596
| -3% | -$3.16M | 0.99% | 21 |
|
|
2019
Q2 | $90.3M | Sell |
379,309
-75,027
| -17% | -$17.2M | 0.98% | 22 |
|
|
2019
Q1 | $98.9M | Buy |
454,336
+159,246
| +54% | +$33.3M | 1.03% | 20 |
|
|
2018
Q4 | $59.7M | Sell |
295,090
-32,149
| -10% | -$6.56M | 0.68% | 47 |
|
|
2018
Q3 | $66M | Sell |
327,239
-206,711
| -39% | -$44.6M | 0.58% | 52 |
|
|
2018
Q2 | $121M | Sell |
533,950
-19,654
| -4% | -$4.09M | 1.02% | 22 |
|
|
2018
Q1 | $111M | Buy |
553,604
+104,188
| +23% | +$20.3M | 0.9% | 25 |
|
|
2017
Q4 | $93.9M | Buy |
449,416
+61,928
| +16% | +$13.1M | 0.71% | 42 |
|
|
2017
Q3 | $82.9M | Sell |
387,488
-3,828
| -1% | -$791K | 0.66% | 48 |
|
|
2017
Q2 | $81.6M | Sell |
391,316
-4,842
| -1% | -$1.04M | 0.67% | 45 |
|
|
2017
Q1 | $86.7M | Sell |
396,158
-9,378
| -2% | -$2.08M | 0.71% | 42 |
|
|
2016
Q4 | $90.6M | Buy |
405,536
+76,274
| +23% | +$16.2M | 0.74% | 38 |
|
|
2016
Q3 | $73.5M | Buy |
329,262
+321,222
| +3,995% | +$75M | 0.62% | 56 |
|
|
2016
Q2 | $2.06M | Sell |
8,040
-2,350
| -23% | -$603K | 0.02% | 278 |
|
|
2016
Q1 | $2.87M | Sell |
10,390
-360
| -3% | -$90.8K | 0.02% | 262 |
|
|
2015
Q4 | $2.66M | Sell |
10,750
-200
| -2% | -$46.8K | 0.02% | 263 |
|
|
2015
Q3 | $2.32M | Sell |
10,950
-1,550
| -12% | -$316K | 0.02% | 278 |
|
|
2015
Q2 | $2.31M | Sell |
12,500
-200
| -2% | -$38.4K | 0.02% | 287 |
|
|
2015
Q1 | $2.5M | Sell |
12,700
-100
| -0.8% | -$19.8K | 0.02% | 274 |
|
|
2014
Q4 | $2.37M | Hold |
12,800
| – | – | 0.02% | 276 |
|
|
2014
Q3 | $2.12M | Sell |
12,800
-400
| -3% | -$68.7K | 0.02% | 277 |
|
|
2014
Q2 | $2.26M | Hold |
13,200
| – | – | 0.02% | 261 |
|
|
2014
Q1 | $2.22M | Sell |
13,200
-8,693
| -40% | -$1.41M | 0.02% | 260 |
|
|
2013
Q4 | $3.29M | Buy |
21,893
+1,400
| +7% | +$224K | 0.03% | 234 |
|
|
2013
Q3 | $3.29M | Sell |
20,493
-8,807
| -30% | -$1.4M | 0.03% | 238 |
|
|
2013
Q2 | $4.49M | Buy |
+29,300
| New | +$4.62M | 0.04% | 218 |
|
Other funds holding PSA
VPM
VCM