A detailed history of Foundations Investment Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 17,095 shares of PSA stock, worth $5.14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,095
Previous 1,946 778.47%
Holding current value
$5.14 Million
Previous $559,000 1012.7%
% of portfolio
0.14%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$283.13 - $365.01 $4.29 Million - $5.53 Million
15,149 Added 778.47%
17,095 $6.22 Million
Q2 2024

Aug 02, 2024

BUY
$257.73 - $293.34 $20,618 - $23,467
80 Added 4.29%
1,946 $559,000
Q1 2024

May 13, 2024

BUY
$274.16 - $311.83 $64,153 - $72,968
234 Added 14.34%
1,866 $541,000
Q4 2023

Feb 08, 2024

BUY
$237.99 - $307.8 $15,707 - $20,314
66 Added 4.21%
1,632 $497,000
Q3 2023

Oct 05, 2023

SELL
$263.15 - $301.64 $24,999 - $28,655
-95 Reduced 5.72%
1,566 $412,000
Q2 2023

Jul 19, 2023

BUY
$280.01 - $314.05 $271,329 - $304,314
969 Added 140.03%
1,661 $484,000
Q1 2023

Apr 25, 2023

BUY
$271.18 - $311.46 $187,656 - $215,530
692 New
692 $209,000
Q1 2022

Apr 19, 2022

BUY
$342.38 - $396.47 $233,503 - $270,392
682 New
682 $279,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $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...
More about PSA
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.