Ritholtz Wealth Management Public Storage Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Public Storage stock. As of the latest transaction made, Ritholtz Wealth Management holds 7,884 shares of PSA stock, worth $2.34 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,884

Previous 5,552 42.0%

Holding current value

$2.34 Million

Previous $2.02 Million 16.83%

% of portfolio

0.07%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$289.33 - $360.21 $674,717 - $840,009	2,332 Added 42.0%	7,884 $2.36 Million
Q3 2024 Oct 10, 2024	BUY	$283.13 - $365.01 $350,514 - $451,882	1,238 Added 28.7%	5,552 $2.02 Million
Q2 2024 Jul 31, 2024	SELL	$257.73 - $293.34 $32,731 - $37,254	-127 Reduced 2.86%	4,314 $1.24 Million
Q1 2024 Apr 24, 2024	SELL	$274.16 - $311.83 $55,928 - $63,613	-204 Reduced 4.39%	4,441 $1.29 Million
Q4 2023 Jan 18, 2024	SELL	$237.99 - $307.8 $88,532 - $114,501	-372 Reduced 7.41%	4,645 $1.42 Million
Q3 2023 Oct 13, 2023	BUY	$263.15 - $301.64 $913,656 - $1.05 Million	3,472 Added 224.72%	5,017 $1.32 Million
Q2 2023 Jul 14, 2023	SELL	$280.01 - $314.05 $1.08 Million - $1.21 Million	-3,850 Reduced 71.36%	1,545 $450,000
Q1 2023 Apr 19, 2023	BUY	$271.18 - $311.46 $1.09 Million - $1.25 Million	4,009 Added 289.25%	5,395 $1.63 Million
Q4 2022 Jan 18, 2023	SELL	$276.09 - $311.54 $378,519 - $427,121	-1,371 Reduced 49.73%	1,386 $0
Q3 2022 Oct 18, 2022	BUY	$18.47 - $344.52 $24,140 - $450,287	1,307 Added 90.14%	2,757 $807,000
Q2 2022 Jul 15, 2022	SELL	$297.48 - $419.9 $1,487 - $2,099	-5 Reduced 0.34%	1,450 $453,000
Q1 2022 Apr 14, 2022	BUY	$342.38 - $396.47 $27,390 - $31,717	80 Added 5.82%	1,455 $568,000
Q4 2021 Jan 18, 2022	BUY	$295.26 - $374.56 $21,553 - $27,342	73 Added 5.61%	1,375 $515,000
Q3 2021 Oct 14, 2021	BUY	$296.74 - $331.04 $16,914 - $18,869	57 Added 4.58%	1,302 $387,000
Q2 2021 Jul 20, 2021	BUY	$251.94 - $304.75 $29,476 - $35,655	117 Added 10.37%	1,245 $374,000
Q1 2021 May 12, 2021	SELL	$213.82 - $247.99 $3,421 - $3,967	-16 Reduced 1.4%	1,128 $278,000
Q4 2020 Jan 19, 2021	BUY	$216.58 - $236.23 $16,893 - $18,425	78 Added 7.32%	1,144 $264,000
Q3 2020 Oct 23, 2020	BUY	$185.36 - $224.74 $197,593 - $239,572	1,066 New	1,066 $237,000
Q4 2019 Jan 17, 2020	SELL	$204.25 - $247.33 $188,931 - $228,780	-925 Closed	0 $0
Q3 2019 Oct 17, 2019	SELL	$236.45 - $264.74 $4,492 - $5,030	-19 Reduced 2.01%	925 $227,000
Q2 2019 Jul 15, 2019	SELL	$214.35 - $245.21 $61,304 - $70,130	-286 Reduced 23.25%	944 $225,000
Q3 2018 Oct 12, 2018	SELL	$199.49 - $232.71 $39,898 - $46,542	-200 Reduced 13.99%	1,230 $248,000
Q2 2018 Jul 12, 2018	SELL	$192.75 - $229.0 $77,292 - $91,829	-401 Reduced 21.9%	1,430 $324,000
Q1 2018 Apr 17, 2018	SELL	$180.49 - $206.77 $183,919 - $210,698	-1,019 Reduced 35.75%	1,831 $367,000
Q4 2017 Jan 23, 2018	BUY	$203.72 - $218.56 $580,602 - $622,896	2,850	2,850 $596,000

Others Institutions Holding PSA

# of Institutions

1,226

Shares Held

136M

Call Options Held

330K

Put Options Held

194K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.2B
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...

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Ritholtz Wealth Management Public Storage Transaction History