A detailed history of Summit Financial, LLC transactions in Public Storage stock. As of the latest transaction made, Summit Financial, LLC holds 1,710 shares of PSA stock, worth $514,368. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,710
Previous 1,589 7.61%
Holding current value
$514,368
Previous $457,000 36.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$283.13 - $365.01 $34,258 - $44,166
121 Added 7.61%
1,710 $622,000
Q2 2024

Jul 31, 2024

BUY
$257.73 - $293.34 $101,287 - $115,282
393 Added 32.86%
1,589 $457,000
Q1 2024

Apr 24, 2024

BUY
$274.16 - $311.83 $30,431 - $34,613
111 Added 10.23%
1,196 $346,000
Q4 2023

Feb 05, 2024

SELL
$237.99 - $307.8 $17,135 - $22,161
-72 Reduced 6.22%
1,085 $330,000
Q3 2023

Nov 07, 2023

BUY
$263.15 - $301.64 $304,464 - $348,997
1,157 New
1,157 $304,000

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 Summit Financial, LLC Portfolio

Follow Summit Financial, LLC 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.