Dynamic Advisor Solutions LLC Public Storage Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Public Storage stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,349 shares of PSA stock, worth $2.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,349

Previous 4,227 97.52%

Holding current value

$2.5 Million

Previous $1.54 Million 62.55%

% of portfolio

0.11%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$289.33 - $360.21 $1.19 Million - $1.48 Million	4,122 Added 97.52%	8,349 $2.5 Million
Q3 2024 Oct 07, 2024	SELL	$283.13 - $365.01 $6,795 - $8,760	-24 Reduced 0.56%	4,227 $1.54 Million
Q2 2024 Jul 15, 2024	BUY	$257.73 - $293.34 $127,318 - $144,909	494 Added 13.15%	4,251 $1.22 Million
Q1 2024 Apr 12, 2024	BUY	$274.16 - $311.83 $10,418 - $11,849	38 Added 1.02%	3,757 $1.09 Million
Q4 2023 Jan 10, 2024	SELL	$237.99 - $307.8 $22,133 - $28,625	-93 Reduced 2.44%	3,719 $1.13 Million
Q3 2023 Oct 10, 2023	BUY	$263.15 - $301.64 $80,523 - $92,301	306 Added 8.73%	3,812 $1 Million
Q2 2023 Aug 03, 2023	BUY	$280.01 - $314.05 $31,921 - $35,801	114 Added 3.36%	3,506 $1.02 Million
Q1 2023 Apr 10, 2023	BUY	$271.18 - $311.46 $271,993 - $312,394	1,003 Added 41.98%	3,392 $1.02 Million
Q4 2022 Jan 12, 2023	SELL	$276.09 - $311.54 $163,721 - $184,743	-593 Reduced 19.89%	2,389 $0
Q3 2022 Oct 20, 2022	SELL	$18.47 - $344.52 $184 - $3,445	-10 Reduced 0.33%	2,982 $873,000
Q2 2022 Jul 27, 2022	SELL	$297.48 - $419.9 $53,248 - $75,162	-179 Reduced 5.64%	2,992 $936,000
Q1 2022 Apr 11, 2022	SELL	$342.38 - $396.47 $30,129 - $34,889	-88 Reduced 2.7%	3,171 $1.24 Million
Q4 2021 Jan 26, 2022	BUY	$295.26 - $374.56 $48,422 - $61,427	164 Added 5.3%	3,259 $1.22 Million
Q3 2021 Oct 28, 2021	BUY	$296.74 - $331.04 $918,410 - $1.02 Million	3,095 New	3,095 $919,000
Q1 2019 Apr 10, 2019	SELL	$195.06 - $224.24 $1.71 Million - $1.96 Million	-8,743 Closed	0 $0
Q4 2018 Jan 29, 2019	SELL	$195.68 - $216.23 $91,969 - $101,628	-470 Reduced 5.1%	8,743 $1.8 Million
Q3 2018 Nov 14, 2018	SELL	$199.49 - $232.71 $81,790 - $95,411	-410 Reduced 4.26%	9,213 $1.86 Million
Q2 2018 Aug 07, 2018	SELL	$192.75 - $229.0 $61,294 - $72,822	-318 Reduced 3.2%	9,623 $2.18 Million
Q1 2018 May 01, 2018	BUY	$180.49 - $206.77 $122,372 - $140,190	678 Added 7.32%	9,941 $1.99 Million
Q4 2017 Feb 09, 2018	SELL	$203.72 - $218.56 $16,501 - $17,703	-81 Reduced 0.87%	9,263 $1.94 Million
Q3 2017 Oct 16, 2017	BUY	$196.29 - $218.31 $1.83 Million - $2.04 Million	9,344	9,344 $2 Million

Others Institutions Holding PSA

# of Institutions

1,240

Shares Held

133M

Call Options Held

273K

Put Options Held

190K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.5B
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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Dynamic Advisor Solutions LLC Public Storage Transaction History