Independent Solutions Wealth Management, LLC Public Storage Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Dec 19, 2024	SELL	$18.47 - $344.52 $17,047 - $317,991	-923 Closed	0 $0
Q2 2022 Dec 19, 2024	BUY	$297.48 - $419.9 $274,574 - $387,567	923 New	923 $289 Million
Q2 2021 Dec 19, 2024	SELL	$251.94 - $304.75 $367,076 - $444,020	-1,457 Closed	0 $0
Q1 2021 Dec 19, 2024	BUY	$213.82 - $247.99 $2,993 - $3,471	14 Added 0.97%	1,457 $360 Million
Q4 2020 Dec 19, 2024	BUY	$216.58 - $236.23 $40,067 - $43,702	185 Added 14.71%	1,443 $333 Million
Q3 2020 Dec 19, 2024	BUY	$185.36 - $224.74 $23,540 - $28,541	127 Added 11.23%	1,258 $280 Million
Q2 2020 Dec 19, 2024	BUY	$175.97 - $211.37 $199,022 - $239,059	1,131 New	1,131 $217 Million

Others Institutions Holding PSA

# of Institutions

1,238

Shares Held

136M

Call Options Held

273K

Put Options Held

190K

Vanguard Group Inc Valley Forge, PA

20.6M
Shares

$6.25 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

15.8M
Shares

$4.79 Billion
0.1% of portfolio
State Street Corp Boston, MA

10.4M
Shares

$3.15 Billion
0.13% of portfolio
Price T Rowe Associates Inc Baltimore, MD

5.91M
Shares

$1.79 Billion
0.2% of portfolio
Cohen & Steers, Inc. New York, NY

5.43M
Shares

$1.65 Billion
3.08% of portfolio

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $53.3B
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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