Whalerock Point Partners’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,105
| – | – | 0.07% | 142 |
|
|
2025
Q1 | $331K | Hold |
1,105
| – | – | 0.08% | 138 |
|
|
2024
Q4 | $331K | Hold |
1,105
| – | – | 0.08% | 138 |
|
|
2024
Q3 | $402K | Hold |
1,105
| – | – | 0.1% | 123 |
|
|
2024
Q2 | $318K | Hold |
1,105
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $321K | Hold |
1,105
| – | – | 0.09% | 134 |
|
|
2023
Q4 | $337K | Hold |
1,105
| – | – | 0.1% | 117 |
|
|
2023
Q3 | $291K | Hold |
1,105
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $323K | Buy |
1,105
+20
| +2% | +$5.84K | 0.11% | 115 |
|
|
2023
Q1 | $328K | Hold |
1,085
| – | – | 0.12% | 108 |
|
|
2022
Q4 | $304K | Hold |
1,085
| – | – | 0.12% | 106 |
|
|
2022
Q3 | $318K | Hold |
1,085
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $339K | Hold |
1,085
| – | – | 0.14% | 98 |
|
|
2022
Q1 | $423K | Hold |
1,085
| – | – | 0.15% | 96 |
|
|
2021
Q4 | $406K | Hold |
1,085
| – | – | 0.14% | 102 |
|
|
2021
Q3 | $322K | Hold |
1,085
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $326K | Hold |
1,085
| – | – | 0.13% | 107 |
|
|
2021
Q1 | $268K | Hold |
1,085
| – | – | 0.12% | 111 |
|
|
2020
Q4 | $251K | Buy |
1,085
+843
| +348% | +$195K | 0.12% | 110 |
|
|
2020
Q3 | $242K | Sell |
242
-843
| -78% | -$842K | 0.13% | 102 |
|
|
2020
Q2 | $208K | Hold |
1,085
| – | – | 0.12% | 116 |
|
|
2020
Q1 | $215K | Hold |
1,085
| – | – | 0.15% | 102 |
|
|
2019
Q4 | $231K | Hold |
1,085
| – | – | 0.12% | 133 |
|
|
2019
Q3 | $266K | Hold |
1,085
| – | – | 0.14% | 124 |
|
|
2019
Q2 | $258K | Hold |
1,085
| – | – | 0.15% | 123 |
|
|
2019
Q1 | $236K | Buy |
+1,085
| New | +$236K | 0.15% | 119 |
|
|
2018
Q2 | – | Sell |
-1,430
| Closed | -$286K | – | 163 |
|
|
2018
Q1 | $286K | Hold |
1,430
| – | – | 0.09% | 148 |
|
|
2017
Q4 | $299K | Buy |
1,430
+100
| +8% | +$20.9K | 0.09% | 148 |
|
|
2017
Q3 | $285K | Hold |
1,330
| – | – | 0.1% | 133 |
|
|
2017
Q2 | $278K | Buy |
1,330
+180
| +16% | +$37.6K | 0.1% | 129 |
|
|
2017
Q1 | $252K | Hold |
1,150
| – | – | 0.09% | 127 |
|
|
2016
Q4 | $257K | Sell |
1,150
-20
| -2% | -$4.47K | 0.1% | 116 |
|
|
2016
Q3 | $261K | Buy |
+1,170
| New | +$261K | 0.11% | 121 |
|
|
2016
Q1 | $322K | Buy |
1,170
+270
| +30% | +$74.3K | 0.14% | 106 |
|
|
2015
Q4 | $222K | Buy |
+900
| New | +$222K | 0.1% | 132 |
|