A detailed history of Schwallier Wealth Management LLC transactions in Public Storage stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 849 shares of PSA stock, worth $255,820. This represents 0.22% of its overall portfolio holdings.

Number of Shares
849
Previous 842 0.83%
Holding current value
$255,820
Previous $242 Million 27.56%
% of portfolio
0.22%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$283.13 - $365.01 $1,981 - $2,555
7 Added 0.83%
849 $309 Million
Q2 2024

Aug 13, 2024

BUY
$257.73 - $293.34 $2,319 - $2,640
9 Added 1.08%
842 $242 Million
Q1 2024

May 14, 2024

BUY
$274.16 - $311.83 $2,193 - $2,494
8 Added 0.97%
833 $242 Million
Q4 2023

Feb 14, 2024

BUY
$237.99 - $307.8 $196,341 - $253,935
825 New
825 $252 Million

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.9B
  • Description
  • Public Storage, a member of the S&P 500 and FT Global 500, is a REIT that primarily acquires, develops, owns and operates self-storage facilities. At September 30, 2020, we had: (i) interests in 2,504 self-storage facilities located in 38 states with approximately 171 million net rentable square feet in the United States, (ii) an approximate...
More about PSA
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