A detailed history of Wealthspire Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,038 shares of PSA stock, worth $312,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,038
Previous 1,116 6.99%
Holding current value
$312,230
Previous $321,000 17.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$283.13 - $365.01 $22,084 - $28,470
-78 Reduced 6.99%
1,038 $377,000
Q2 2024

Aug 08, 2024

BUY
$257.73 - $293.34 $56,700 - $64,534
220 Added 24.55%
1,116 $321,000
Q1 2024

May 06, 2024

SELL
$274.16 - $311.83 $28,512 - $32,430
-104 Reduced 10.4%
896 $259,000
Q4 2023

Feb 06, 2024

BUY
$237.99 - $307.8 $237,990 - $307,800
1,000 New
1,000 $305,000
Q2 2021

Aug 13, 2021

SELL
$251.94 - $304.75 $348,433 - $421,469
-1,383 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$213.82 - $247.99 $16,464 - $19,095
77 Added 5.9%
1,383 $341,000
Q4 2020

Feb 16, 2021

BUY
$216.58 - $236.23 $282,853 - $308,516
1,306 New
1,306 $302,000
Q2 2020

Aug 14, 2020

SELL
$175.97 - $211.37 $380,095 - $456,559
-2,160 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$160.61 - $232.82 $346,917 - $502,891
2,160 New
2,160 $429,000
Q1 2019

May 08, 2019

SELL
$195.06 - $224.24 $18,140 - $20,854
-93 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$195.68 - $216.23 $18,198 - $20,109
93 New
93 $19,000

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
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