A detailed history of Ep Wealth Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,071 shares of PSA stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,071
Previous 2,747 11.79%
Holding current value
$1.07 Million
Previous $790,000 41.39%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$283.13 - $365.01 $91,734 - $118,263
324 Added 11.79%
3,071 $1.12 Million
Q2 2024

Aug 19, 2024

BUY
$257.73 - $293.34 $120,102 - $136,696
466 Added 20.43%
2,747 $790,000
Q1 2024

May 14, 2024

BUY
$274.16 - $311.83 $95,956 - $109,140
350 Added 18.13%
2,281 $661,000
Q4 2023

Feb 28, 2024

SELL
$237.99 - $307.8 $46,170 - $59,713
-194 Reduced 9.13%
1,931 $588,000
Q3 2023

Nov 22, 2023

SELL
$263.15 - $301.64 $105 Million - $120 Million
-397,875 Reduced 99.47%
2,125 $559,000
Q2 2023

Aug 14, 2023

BUY
$280.01 - $314.05 $110 Million - $124 Million
393,957 Added 6519.23%
400,000 $117 Million
Q1 2023

Jun 05, 2023

BUY
$271.18 - $311.46 $1.64 Million - $1.88 Million
6,043 New
6,043 $1.83 Million
Q4 2022

Jun 12, 2023

SELL
$276.09 - $311.54 $1.31 Million - $1.48 Million
-4,753 Reduced 78.65%
1,290 $361,000
Q2 2022

Aug 11, 2022

BUY
$297.48 - $419.9 $1,784 - $2,519
6 Added 0.53%
1,143 $357,000
Q1 2022

May 20, 2022

BUY
$342.38 - $396.47 $30,129 - $34,889
88 Added 8.39%
1,137 $444,000
Q4 2021

Feb 17, 2022

BUY
$295.26 - $374.56 $309,727 - $392,913
1,049 New
1,049 $393,000

Others Institutions Holding PSA

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...
More about PSA
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