Number of Shares
71,506.00
Current Holdings Value*
$21.40 Mil
% of Portfolio
3.96%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
9.19%

HEARTLAND MID CAP VALUE FUND's Public Storage Holding Summary

As of 2025-03-31, HEARTLAND GROUP INC held 71,506.00 shares of Public Storage(PSA), totaling $21.40 Mil. This investment constitutes 3.96% of their stock portfolio, and HEARTLAND GROUP INC now holds 0.04% of the outstanding Public Storage(PSA) stock.

The initial trade took place in 2022Q1. And since then HEARTLAND MID CAP VALUE FUND has made 2 purchases of PSA, at an average price of $267.03, for a total of 87,399.00 shares. In addition, there have been 5 sales at an average price of $318.63 for 15,893.00 shares. Based on historical transaction data and PSA's current price of $285.56, HEARTLAND MID CAP VALUE FUND's estimated gain on his PSA holdings is $2.14 Mil, reflecting a 9.19% gain to date.

HEARTLAND MID CAP VALUE FUND PSA ($285.56) Holding Chart

HEARTLAND MID CAP VALUE FUND PSA ($285.56) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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