Sheets Smith Wealth Management Public Storage Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Public Storage stock. As of the latest transaction made, Sheets Smith Wealth Management holds 28,403 shares of PSA stock, worth $8.84 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

28,403

Previous 28,418 0.05%

Holding current value

$8.84 Million

Previous $10.3 Million 17.76%

% of portfolio

1.06%

Previous 1.28%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$289.33 - $360.21 $4,339 - $5,403	-15 Reduced 0.05%	28,403 $8.5 Million
Q3 2024 Nov 01, 2024	SELL	$283.13 - $365.01 $15,005 - $19,345	-53 Reduced 0.19%	28,418 $10.3 Million
Q2 2024 Jul 30, 2024	SELL	$257.73 - $293.34 $2.55 Million - $2.9 Million	-9,899 Reduced 25.8%	28,471 $8.19 Million
Q1 2024 May 08, 2024	BUY	$274.16 - $311.83 $2.67 Million - $3.04 Million	9,750 Added 34.07%	38,370 $11.1 Million
Q4 2023 Feb 06, 2024	SELL	$237.99 - $307.8 $47,598 - $61,560	-200 Reduced 0.69%	28,620 $8.73 Million
Q3 2023 Oct 23, 2023	SELL	$263.15 - $301.64 $49,998 - $57,311	-190 Reduced 0.65%	28,820 $7.59 Million
Q2 2023 Aug 09, 2023	SELL	$280.01 - $314.05 $282,810 - $317,190	-1,010 Reduced 3.36%	29,010 $8.47 Million
Q1 2023 May 26, 2023	BUY	$271.18 - $311.46 $8.06 Million - $9.26 Million	29,718 Added 9840.4%	30,020 $9.07 Million
Q1 2023 May 12, 2023	SELL	$271.18 - $311.46 $7.93 Million - $9.11 Million	-29,238 Reduced 98.98%	302 $91,000
Q4 2022 Mar 08, 2023	SELL	$276.09 - $311.54 $227,774 - $257,020	-825 Reduced 2.72%	29,540 $8.28 Million
Q1 2022 May 02, 2022	SELL	$342.38 - $396.47 $102,714 - $118,941	-300 Reduced 0.98%	30,365 $11.9 Million
Q3 2021 Oct 15, 2021	BUY	$296.74 - $331.04 $59,348 - $66,208	200 Added 0.66%	30,665 $9.11 Million
Q2 2021 Aug 03, 2021	SELL	$251.94 - $304.75 $100,776 - $121,900	-400 Reduced 1.3%	30,465 $9.16 Million
Q1 2021 Apr 23, 2021	BUY	$213.82 - $247.99 $4,276 - $4,959	20 Added 0.06%	30,865 $7.62 Million
Q4 2020 Jan 13, 2021	BUY	$216.58 - $236.23 $2,165 - $2,362	10 Added 0.03%	30,845 $7.12 Million
Q1 2020 Apr 28, 2020	SELL	$160.61 - $232.82 $65,207 - $94,524	-406 Reduced 1.3%	30,835 $6.12 Million
Q4 2019 Jan 24, 2020	BUY	$204.25 - $247.33 $51,062 - $61,832	250 Added 0.81%	31,241 $6.65 Million
Q2 2019 Jul 12, 2019	BUY	$214.35 - $245.21 $203,632 - $232,949	950 Added 3.16%	30,991 $7.38 Million
Q4 2018 Jan 11, 2019	BUY	$195.68 - $216.23 $1,174 - $1,297	6 Added 0.02%	30,041 $6.08 Million
Q3 2018 Oct 15, 2018	BUY	$199.49 - $232.71 $59,847 - $69,813	300 Added 1.01%	30,035 $6.06 Million
Q2 2018 Jul 26, 2018	BUY	$192.75 - $229.0 $57,825 - $68,700	300 Added 1.02%	29,735 $6.75 Million
Q1 2018 Apr 09, 2018	BUY	$180.49 - $206.77 $5.31 Million - $6.09 Million	29,435 New	29,435 $5.9 Million

Others Institutions Holding PSA

# of Institutions

1,238

Shares Held

136M

Call Options Held

273K

Put Options Held

190K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $54.6B
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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Sheets Smith Wealth Management Public Storage Transaction History