Creative Planning Public Storage Transaction History

Creative Planning

$93.6 Billion
Q2 2024

A detailed history of Creative Planning transactions in Public Storage stock. As of the latest transaction made, Creative Planning holds 19,435 shares of PSA stock, worth $6.93 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,435

Previous 19,727 1.48%

Holding current value

$6.93 Million

Previous $5.72 Million 2.31%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$257.73 - $293.34 $75,257 - $85,655	-292 Reduced 1.48%	19,435 $5.59 Million
Q1 2024 May 10, 2024	BUY	$274.16 - $311.83 $1.59 Million - $1.81 Million	5,806 Added 41.71%	19,727 $5.72 Million
Q4 2023 Feb 14, 2024	SELL	$237.99 - $307.8 $103,525 - $133,893	-435 Reduced 3.03%	13,921 $4.25 Million
Q3 2023 Nov 16, 2023	BUY	$263.15 - $301.64 $218,414 - $250,361	830 Added 6.14%	14,356 $3.78 Million
Q2 2023 Jul 21, 2023	SELL	$280.01 - $314.05 $436,535 - $489,603	-1,559 Reduced 10.33%	13,526 $3.95 Million
Q1 2023 May 15, 2023	BUY	$271.18 - $311.46 $500,327 - $574,643	1,845 Added 13.94%	15,085 $4.56 Million
Q4 2022 Feb 10, 2023	SELL	$276.09 - $311.54 $191,330 - $215,897	-693 Reduced 4.97%	13,240 $3.71 Million
Q3 2022 Nov 03, 2022	BUY	$18.47 - $344.52 $46,156 - $860,955	2,499 Added 21.86%	13,933 $4.08 Million
Q2 2022 Aug 15, 2022	BUY	$297.48 - $419.9 $781,182 - $1.1 Million	2,626 Added 29.81%	11,434 $3.58 Million
Q1 2022 May 16, 2022	BUY	$342.38 - $396.47 $8,559 - $9,911	25 Added 0.28%	8,808 $3.44 Million
Q4 2021 Feb 11, 2022	BUY	$295.26 - $374.56 $56,394 - $71,540	191 Added 2.22%	8,783 $3.29 Million
Q3 2021 Nov 10, 2021	SELL	$296.74 - $331.04 $56,083 - $62,566	-189 Reduced 2.15%	8,592 $2.55 Million
Q2 2021 Aug 04, 2021	SELL	$251.94 - $304.75 $117,404 - $142,013	-466 Reduced 5.04%	8,781 $2.64 Million
Q1 2021 Apr 30, 2021	BUY	$213.82 - $247.99 $213 - $247	1 Added 0.01%	9,247 $2.28 Million
Q4 2020 Jan 29, 2021	BUY	$216.58 - $236.23 $32,270 - $35,198	149 Added 1.64%	9,246 $2.14 Million
Q3 2020 Nov 05, 2020	BUY	$185.36 - $224.74 $150,326 - $182,264	811 Added 9.79%	9,097 $2.03 Million
Q2 2020 Jul 23, 2020	SELL	$175.97 - $211.37 $171,218 - $205,663	-973 Reduced 10.51%	8,286 $1.59 Million
Q1 2020 May 05, 2020	BUY	$160.61 - $232.82 $6,103 - $8,847	38 Added 0.41%	9,259 $1.84 Million
Q4 2019 Jan 30, 2020	SELL	$204.25 - $247.33 $30,024 - $36,357	-147 Reduced 1.57%	9,221 $1.96 Million
Q3 2019 Nov 01, 2019	BUY	$236.45 - $264.74 $60,058 - $67,243	254 Added 2.79%	9,368 $2.3 Million
Q2 2019 Jul 26, 2019	BUY	$214.35 - $245.21 $92,813 - $106,175	433 Added 4.99%	9,114 $2.17 Million
Q1 2019 Apr 24, 2019	SELL	$195.06 - $224.24 $80,754 - $92,835	-414 Reduced 4.55%	8,681 $1.89 Million
Q4 2018 Feb 01, 2019	BUY	$195.68 - $216.23 $77,293 - $85,410	395 Added 4.54%	9,095 $1.84 Million
Q3 2018 Oct 25, 2018	BUY	$199.49 - $232.71 $237,991 - $277,623	1,193 Added 15.89%	8,700 $1.75 Million
Q2 2018 Jul 20, 2018	BUY	$192.75 - $229.0 $146,875 - $174,498	762 Added 11.3%	7,507 $1.7 Million
Q1 2018 Apr 18, 2018	SELL	$180.49 - $206.77 $12,634 - $14,473	-70 Reduced 1.03%	6,745 $1.35 Million
Q4 2017 Jan 17, 2018	SELL	$203.72 - $218.56 $26,279 - $28,194	-129 Reduced 1.86%	6,815 $1.42 Million
Q3 2017 Oct 17, 2017	BUY	$196.29 - $218.31 $1.36 Million - $1.52 Million	6,944	6,944 $1.49 Million

Others Institutions Holding PSA

# of Institutions

1,150

Shares Held

134M

Call Options Held

146K

Put Options Held

361K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $62.6B
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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Creative Planning Public Storage Transaction History