Bartlett & Co. Wealth Management LLC Public Storage Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Public Storage stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,286 shares of PSA stock, worth $433,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,286

Previous 1,336 3.74%

Holding current value

$433,754

Previous $384 Million 21.76%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$283.13 - $365.01 $14,156 - $18,250	-50 Reduced 3.74%	1,286 $468 Million
Q4 2023 Feb 14, 2024	SELL	$237.99 - $307.8 $130,894 - $169,290	-550 Reduced 29.16%	1,336 $411 Million
Q1 2023 Feb 14, 2024	SELL	$271.18 - $311.46 $3,796 - $4,360	-14 Reduced 0.74%	1,886 $570 Million
Q3 2022 Feb 14, 2024	SELL	$18.47 - $344.52 $36 - $689	-2 Reduced 0.11%	1,900 $556 Million
Q2 2022 Feb 14, 2024	SELL	$297.48 - $419.9 $21,716 - $30,652	-73 Reduced 3.7%	1,902 $595 Million
Q1 2022 Feb 14, 2024	SELL	$342.38 - $396.47 $25,678 - $29,735	-75 Reduced 3.66%	1,975 $771 Million
Q4 2021 Feb 14, 2024	BUY	$295.26 - $374.56 $91,825 - $116,488	311 Added 17.88%	2,050 $768 Million
Q1 2021 Feb 13, 2024	SELL	$213.82 - $247.99 $545,241 - $632,374	-2,550 Reduced 59.45%	1,739 $429 Million
Q4 2020 Feb 13, 2024	SELL	$216.58 - $236.23 $281,554 - $307,099	-1,300 Reduced 23.26%	4,289 $990 Million
Q3 2020 Feb 13, 2024	SELL	$185.36 - $224.74 $46,340 - $56,185	-250 Reduced 4.28%	5,589 $1.24 Billion
Q2 2020 Feb 13, 2024	SELL	$175.97 - $211.37 $1.35 Million - $1.62 Million	-7,675 Reduced 56.79%	5,839 $1.12 Billion
Q1 2020 Feb 13, 2024	SELL	$160.61 - $232.82 $40,152 - $58,205	-250 Reduced 1.82%	13,514 $2.68 Billion
Q4 2019 Feb 13, 2024	SELL	$204.25 - $247.33 $581,091 - $703,653	-2,845 Reduced 17.13%	13,764 $2.93 Billion
Q3 2019 Feb 13, 2024	BUY	$236.45 - $264.74 $3.92 Million - $4.39 Million	16,595 Added 118535.71%	16,609 $4.07 Billion
Q1 2019 Feb 13, 2024	SELL	$195.06 - $224.24 $19,506 - $22,424	-100 Reduced 87.72%	14 $3.05 Million
Q3 2018 Feb 13, 2024	BUY	$199.49 - $232.71 $19,949 - $23,271	100 Added 714.29%	114 $23 Million
Q1 2018 Feb 13, 2024	BUY	$180.49 - $206.77 $2,526 - $2,894	14 New	14 $2.81 Million

Others Institutions Holding PSA

# of Institutions

1,222

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $59.2B
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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Bartlett & Co. Wealth Management LLC Public Storage Transaction History