Evoke Wealth, LLC Public Storage Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$274.16 - $311.83 $7.13 Million - $8.11 Million	-25,992 Reduced 87.47%	3,724 $1.08 Million
Q4 2023 Feb 12, 2024	BUY	$237.99 - $307.8 $5.17 Million - $6.69 Million	21,727 Added 271.96%	29,716 $9.06 Million
Q3 2023 Nov 13, 2023	BUY	$263.15 - $301.64 $2.1 Million - $2.41 Million	7,989 New	7,989 $2.11 Million
Q2 2022 Aug 04, 2022	SELL	$297.48 - $419.9 $2.47 Million - $3.48 Million	-8,293 Reduced 96.01%	345 $108,000
Q1 2022 May 10, 2022	SELL	$342.38 - $396.47 $4.61 Million - $5.34 Million	-13,473 Reduced 60.93%	8,638 $3.37 Million
Q4 2021 Feb 09, 2022	BUY	$295.26 - $374.56 $2,952 - $3,745	10 Added 0.05%	22,111 $8.28 Million
Q3 2021 Nov 12, 2021	SELL	$296.74 - $331.04 $1.93 Million - $2.15 Million	-6,501 Reduced 22.73%	22,101 $6.57 Million
Q2 2021 Aug 05, 2021	SELL	$251.94 - $304.75 $64,496 - $78,016	-256 Reduced 0.89%	28,602 $8.6 Million
Q1 2021 May 13, 2021	BUY	$213.82 - $247.99 $6.12 Million - $7.1 Million	28,640 Added 13137.61%	28,858 $7.12 Million
Q4 2020 Feb 12, 2021	SELL	$216.58 - $236.23 $789,434 - $861,058	-3,645 Reduced 94.36%	218 $50,000
Q3 2020 Nov 13, 2020	BUY	$185.36 - $224.74 $2,038 - $2,472	11 Added 0.29%	3,863 $860,000
Q2 2020 Aug 10, 2020	SELL	$175.97 - $211.37 $228,585 - $274,569	-1,299 Reduced 25.22%	3,852 $739,000
Q1 2020 May 07, 2020	SELL	$160.61 - $232.82 $4,657 - $6,751	-29 Reduced 0.56%	5,151 $1.02 Billion
Q4 2019 Feb 07, 2020	BUY	$204.25 - $247.33 $979,787 - $1.19 Million	4,797 Added 1252.48%	5,180 $1.1 Billion
Q3 2019 Nov 12, 2019	BUY	$236.45 - $264.74 $90,560 - $101,395	383 New	383 $94.1 Million

Others Institutions Holding PSA

# of Institutions

1,204

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

Vanguard Group Inc Valley Forge, PA

20.7M
Shares

$6.16 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

15.8M
Shares

$4.71 Billion
0.1% of portfolio
State Street Corp Boston, MA

10.4M
Shares

$3.1 Billion
0.16% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.1M
Shares

$1.82 Billion
0.26% of portfolio
Cohen & Steers, Inc. New York, NY

4.84M
Shares

$1.44 Billion
3.13% of portfolio

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $52.4B
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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