Edge Wealth Management LLC Public Storage Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

A detailed history of Edge Wealth Management LLC transactions in Public Storage stock. As of the latest transaction made, Edge Wealth Management LLC holds 44,816 shares of PSA stock, worth $13.5 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

44,816

Previous 45,311 1.09%

Holding current value

$13.5 Million

Previous $13 Million 25.12%

% of portfolio

3.28%

Previous 2.75%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$283.13 - $365.01 $140,149 - $180,679	-495 Reduced 1.09%	44,816 $16.3 Million
Q2 2024 Jul 12, 2024	SELL	$257.73 - $293.34 $289,173 - $329,127	-1,122 Reduced 2.42%	45,311 $13 Million
Q1 2024 Apr 15, 2024	BUY	$274.16 - $311.83 $36,737 - $41,785	134 Added 0.29%	46,433 $13.5 Million
Q4 2023 Jan 11, 2024	SELL	$237.99 - $307.8 $68,541 - $88,646	-288 Reduced 0.62%	46,299 $14.1 Million
Q3 2023 Oct 13, 2023	SELL	$263.15 - $301.64 $130,522 - $149,613	-496 Reduced 1.05%	46,587 $12.3 Million
Q2 2023 Jul 13, 2023	BUY	$280.01 - $314.05 $436,255 - $489,289	1,558 Added 3.42%	47,083 $13.7 Million
Q1 2023 Apr 17, 2023	SELL	$271.18 - $311.46 $198,232 - $227,677	-731 Reduced 1.58%	45,525 $13.8 Million
Q4 2022 Jan 25, 2023	SELL	$276.09 - $311.54 $1.65 Million - $1.86 Million	-5,966 Reduced 11.42%	46,256 $0
Q3 2022 Oct 18, 2022	BUY	$18.47 - $344.52 $13,039 - $243,231	706 Added 1.37%	52,222 $15.3 Million
Q2 2022 Jul 22, 2022	BUY	$297.48 - $419.9 $2.55 Million - $3.6 Million	8,571 Added 19.96%	51,516 $16.1 Million
Q1 2022 Apr 14, 2022	BUY	$342.38 - $396.47 $124,283 - $143,918	363 Added 0.85%	42,945 $16.8 Million
Q4 2021 Jan 14, 2022	BUY	$295.26 - $374.56 $159,440 - $202,262	540 Added 1.28%	42,582 $15.9 Million
Q3 2021 Oct 13, 2021	BUY	$296.74 - $331.04 $694,965 - $775,295	2,342 Added 5.9%	42,042 $12.5 Million
Q2 2021 Jul 23, 2021	BUY	$251.94 - $304.75 $12,597 - $15,237	50 Added 0.13%	39,700 $11.9 Million
Q1 2021 Apr 09, 2021	BUY	$213.82 - $247.99 $557,001 - $646,013	2,605 Added 7.03%	39,650 $9.78 Million
Q4 2020 Jan 19, 2021	BUY	$216.58 - $236.23 $49,813 - $54,332	230 Added 0.62%	37,045 $8.51 Million
Q3 2020 Oct 21, 2020	BUY	$185.36 - $224.74 $109,918 - $133,270	593 Added 1.64%	36,815 $8.2 Million
Q2 2020 Aug 03, 2020	SELL	$175.97 - $211.37 $148,518 - $178,396	-844 Reduced 2.28%	36,222 $6.95 Million
Q1 2020 Apr 20, 2020	SELL	$160.61 - $232.82 $377,433 - $547,127	-2,350 Reduced 5.96%	37,066 $7.16 Million
Q4 2019 Jan 29, 2020	BUY	$204.25 - $247.33 $8.05 Million - $9.75 Million	39,416 New	39,416 $8.37 Million

Others Institutions Holding PSA

# of Institutions

1,221

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 $52.8B
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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Edge Wealth Management LLC Public Storage Transaction History