Evercore Wealth Management, LLC Public Storage Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,236 shares of PSA stock, worth $749,082. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,236

Previous 2,236 -0.0%

Holding current value

$749,082

Previous $643,000 26.44%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$257.73 - $293.34 $515 - $586	-2 Reduced 0.09%	2,236 $643,000
Q1 2024 May 15, 2024	SELL	$274.16 - $311.83 $251,130 - $285,636	-916 Reduced 29.04%	2,238 $649,000
Q4 2023 Feb 14, 2024	SELL	$237.99 - $307.8 $110,189 - $142,511	-463 Reduced 12.8%	3,154 $961,000
Q2 2023 Aug 04, 2023	BUY	$280.01 - $314.05 $133,004 - $149,173	475 Added 15.12%	3,617 $1.06 Million
Q4 2022 Feb 14, 2023	BUY	$276.09 - $311.54 $18,774 - $21,184	68 Added 2.21%	3,142 $880,000
Q3 2022 Nov 14, 2022	SELL	$18.47 - $344.52 $147 - $2,756	-8 Reduced 0.26%	3,074 $899,000
Q2 2022 Aug 15, 2022	SELL	$297.48 - $419.9 $1,189 - $1,679	-4 Reduced 0.13%	3,082 $964,000
Q1 2022 May 16, 2022	SELL	$342.38 - $396.47 $1.06 Million - $1.22 Million	-3,086 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$251.94 - $304.75 $93,973 - $113,671	-373 Reduced 10.78%	3,086 $929,000
Q1 2021 May 17, 2021	BUY	$213.82 - $247.99 $7,697 - $8,927	36 Added 1.05%	3,459 $854,000
Q4 2020 Feb 16, 2021	SELL	$216.58 - $236.23 $3,465 - $3,779	-16 Reduced 0.47%	3,423 $790,000
Q3 2020 Nov 16, 2020	BUY	$185.36 - $224.74 $185 - $224	1 Added 0.03%	3,439 $766,000
Q2 2020 Aug 13, 2020	BUY	$175.97 - $211.37 $59,653 - $71,654	339 Added 10.94%	3,438 $660,000
Q1 2020 May 14, 2020	SELL	$160.61 - $232.82 $25,858 - $37,484	-161 Reduced 4.94%	3,099 $616,000
Q4 2019 Feb 13, 2020	SELL	$204.25 - $247.33 $93,546 - $113,277	-458 Reduced 12.32%	3,260 $694,000
Q3 2019 Nov 14, 2019	SELL	$236.45 - $264.74 $370,517 - $414,847	-1,567 Reduced 29.65%	3,718 $912,000
Q2 2019 Aug 13, 2019	BUY	$214.35 - $245.21 $84,453 - $96,612	394 Added 8.06%	5,285 $1.26 Million
Q1 2019 May 14, 2019	BUY	$195.06 - $224.24 $57,152 - $65,702	293 Added 6.37%	4,891 $1.07 Million
Q4 2018 Feb 13, 2019	BUY	$195.68 - $216.23 $31,504 - $34,813	161 Added 3.63%	4,598 $931,000
Q3 2018 Nov 13, 2018	BUY	$199.49 - $232.71 $58,650 - $68,416	294 Added 7.1%	4,437 $894,000
Q2 2018 Aug 14, 2018	BUY	$192.75 - $229.0 $249,611 - $296,555	1,295 Added 45.47%	4,143 $941,000
Q1 2018 May 15, 2018	BUY	$180.49 - $206.77 $55,049 - $63,064	305 Added 11.99%	2,848 $570,000
Q4 2017 Feb 13, 2018	SELL	$203.72 - $218.56 $30,965 - $33,221	-152 Reduced 5.64%	2,543 $532,000
Q3 2017 Nov 13, 2017	BUY	$196.29 - $218.31 $529,001 - $588,345	2,695	2,695 $577,000

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 $58.8B
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...

More about PSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

Evercore Wealth Management, LLC Public Storage Transaction History