Ae Wealth Management LLC Public Storage Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Public Storage stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,105 shares of PSA stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,105

Previous 3,065 1.31%

Holding current value

$1.09 Million

Previous $881,000 28.15%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$283.13 - $365.01 $11,325 - $14,600	40 Added 1.31%	3,105 $1.13 Million
Q2 2024 Aug 12, 2024	BUY	$257.73 - $293.34 $173,967 - $198,004	675 Added 28.24%	3,065 $881,000
Q1 2024 May 15, 2024	SELL	$274.16 - $311.83 $3.62 Million - $4.12 Million	-13,220 Reduced 84.69%	2,390 $693,000
Q4 2023 Feb 14, 2024	SELL	$237.99 - $307.8 $159,929 - $206,841	-672 Reduced 4.13%	15,610 $4.76 Million
Q3 2023 Oct 11, 2023	BUY	$263.15 - $301.64 $24,472 - $28,052	93 Added 0.57%	16,282 $4.29 Million
Q2 2023 Jul 10, 2023	BUY	$280.01 - $314.05 $1.36 Million - $1.53 Million	4,858 Added 42.87%	16,189 $4.73 Million
Q1 2023 Apr 14, 2023	BUY	$271.18 - $311.46 $236,468 - $271,593	872 Added 8.34%	11,331 $3.42 Million
Q4 2022 Jan 31, 2023	BUY	$276.09 - $311.54 $251,517 - $283,812	911 Added 9.54%	10,459 $2.93 Million
Q3 2022 Oct 25, 2022	BUY	$18.47 - $344.52 $29,792 - $555,710	1,613 Added 20.33%	9,548 $2.8 Million
Q2 2022 Aug 03, 2022	BUY	$297.48 - $419.9 $288,853 - $407,722	971 Added 13.94%	7,935 $2.48 Million
Q1 2022 Apr 18, 2022	SELL	$342.38 - $396.47 $16,776 - $19,427	-49 Reduced 0.7%	6,964 $2.72 Million
Q4 2021 Jan 20, 2022	BUY	$295.26 - $374.56 $190,147 - $241,216	644 Added 10.11%	7,013 $2.63 Million
Q3 2021 Nov 01, 2021	SELL	$296.74 - $331.04 $1.64 Million - $1.83 Million	-5,532 Reduced 46.48%	6,369 $1.89 Million
Q2 2021 Jul 21, 2021	BUY	$251.94 - $304.75 $259,498 - $313,892	1,030 Added 9.47%	11,901 $3.58 Million
Q1 2021 Apr 27, 2021	SELL	$213.82 - $247.99 $150,956 - $175,080	-706 Reduced 6.1%	10,871 $2.68 Million
Q4 2020 Feb 01, 2021	BUY	$216.58 - $236.23 $19,708 - $21,496	91 Added 0.79%	11,577 $2.67 Million
Q3 2020 Nov 06, 2020	BUY	$185.36 - $224.74 $556 - $674	3 Added 0.03%	11,486 $2.56 Million
Q2 2020 Aug 05, 2020	BUY	$175.97 - $211.37 $115,964 - $139,292	659 Added 6.09%	11,483 $2.2 Million
Q1 2020 May 07, 2020	BUY	$160.61 - $232.82 $110,499 - $160,180	688 Added 6.79%	10,824 $2.15 Million
Q4 2019 Jan 15, 2020	BUY	$204.25 - $247.33 $386,032 - $467,453	1,890 Added 22.92%	10,136 $2.16 Million
Q3 2019 Nov 05, 2019	SELL	$236.45 - $264.74 $92,924 - $104,042	-393 Reduced 4.55%	8,246 $2.02 Million
Q2 2019 Jul 22, 2019	BUY	$214.35 - $245.21 $1.12 Million - $1.28 Million	5,209 Added 151.87%	8,639 $2.06 Million
Q1 2019 May 14, 2019	BUY	$195.06 - $224.24 $220,027 - $252,942	1,128 Added 49.0%	3,430 $747,000
Q4 2018 Feb 15, 2019	SELL	$195.68 - $216.23 $734,387 - $811,511	-3,753 Reduced 61.98%	2,302 $466,000
Q3 2018 Nov 14, 2018	BUY	$199.49 - $232.71 $677,468 - $790,283	3,396 Added 127.72%	6,055 $1.22 Million
Q2 2018 Aug 15, 2018	BUY	$192.75 - $229.0 $11,565 - $13,740	60 Added 2.31%	2,659 $603,000
Q1 2018 May 14, 2018	BUY	$180.49 - $206.77 $142,045 - $162,727	787 Added 43.43%	2,599 $521,000
Q4 2017 Feb 06, 2018	BUY	$203.72 - $218.56 $56,634 - $60,759	278 Added 18.12%	1,812 $379,000
Q3 2017 Nov 08, 2017	BUY	$196.29 - $218.31 $67,720 - $75,316	345 Added 29.02%	1,534 $328,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,189	1,189 $248,000

Others Institutions Holding PSA

# of Institutions

1,223

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 $61.4B
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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Ae Wealth Management LLC Public Storage Transaction History