Concentric Wealth Management, LLC Public Storage Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 12,479 shares of PSA stock, worth $3.75 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
12,479
Previous 12,499
0.16%
Holding current value
$3.75 Million
Previous $3.6 Million
26.29%
% of portfolio
0.96%
Previous 0.95%
Shares
28 transactions
Others Institutions Holding PSA
# of Institutions
1,221Shares Held
134MCall Options Held
166KPut Options Held
204K-
Vanguard Group Inc Valley Forge, PA20.7MShares$6.21 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$4.74 Billion0.1% of portfolio
-
State Street Corp Boston, MA10.4MShares$3.12 Billion0.16% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD6.1MShares$1.84 Billion0.26% of portfolio
-
Cohen & Steers, Inc. New York, NY4.84MShares$1.46 Billion3.13% of portfolio
About Public Storage
- Ticker PSA
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Industrial
- Shares Outstandng 175,542,000
- Market Cap $52.8B
- 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...