A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Public Storage stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 424 shares of PSA stock, worth $127,539. This represents 0.03% of its overall portfolio holdings.

Number of Shares
424
Previous 424 -0.0%
Holding current value
$127,539
Previous $121,000 27.27%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$237.99 - $307.8 $100,907 - $130,507
424 New
424 $129,000
Q4 2020

Feb 16, 2021

SELL
$216.58 - $236.23 $91,829 - $100,161
-424 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$185.36 - $224.74 $78,592 - $95,289
424 New
424 $94,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.8B
  • 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...
More about PSA
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.