Glassman Wealth Services Public Storage Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$237.99 - $307.8 $17,373 - $22,469	73 Added 40.11%	255 $77,000
Q3 2023 Nov 13, 2023	SELL	$263.15 - $301.64 $24,999 - $28,655	-95 Reduced 34.3%	182 $47,000
Q2 2023 Aug 08, 2023	BUY	$280.01 - $314.05 $4,480 - $5,024	16 Added 6.13%	277 $80,000
Q1 2023 May 04, 2023	BUY	$271.18 - $311.46 $5,152 - $5,917	19 Added 7.85%	261 $78,000
Q4 2022 Feb 06, 2023	SELL	$276.09 - $311.54 $11,319 - $12,773	-41 Reduced 14.49%	242 $67,000
Q3 2022 Nov 09, 2022	BUY	$18.47 - $344.52 $868 - $16,192	47 Added 19.92%	283 $83,000
Q2 2022 Aug 04, 2022	SELL	$297.48 - $419.9 $3,569 - $5,038	-12 Reduced 4.84%	236 $74,000
Q1 2022 Aug 23, 2022	BUY	$342.38 - $396.47 $6,162 - $7,136	18 Added 7.83%	248 $97,000
Q1 2022 Apr 14, 2022	BUY	$342.38 - $396.47 $8,217 - $9,515	24 Added 11.65%	230 $90,000
Q4 2021 Feb 14, 2022	BUY	$295.26 - $374.56 $8,562 - $10,862	29 Added 16.38%	206 $77,000
Q3 2021 Nov 10, 2021	BUY	$296.74 - $331.04 $1,483 - $1,655	5 Added 2.91%	177 $53,000
Q2 2021 Aug 04, 2021	BUY	$251.94 - $304.75 $755 - $914	3 Added 1.78%	172 $52,000
Q1 2021 May 05, 2021	BUY	$213.82 - $247.99 $13,898 - $16,119	65 Added 62.5%	169 $42,000
Q4 2020 Feb 04, 2021	BUY	$216.58 - $236.23 $6,713 - $7,323	31 Added 42.47%	104 $24,000
Q3 2020 Nov 09, 2020	BUY	$185.36 - $224.74 $6,858 - $8,315	37 Added 102.78%	73 $16,000
Q2 2020 Aug 06, 2020	BUY	$175.97 - $211.37 $175 - $211	1 Added 2.86%	36 $7,000
Q1 2020 May 12, 2020	SELL	$160.61 - $232.82 $2,569 - $3,725	-16 Reduced 31.37%	35 $7,000
Q4 2019 Feb 07, 2020	BUY	$204.25 - $247.33 $612 - $741	3 Added 6.25%	51 $11,000
Q2 2019 Aug 08, 2019	SELL	$214.35 - $245.21 $87,883 - $100,536	-410 Reduced 89.52%	48 $11,000
Q1 2019 May 10, 2019	BUY	$195.06 - $224.24 $89,337 - $102,701	458 New	458 $100,000
Q4 2018 Feb 06, 2019	SELL	$195.68 - $216.23 $587 - $648	-3 Closed	0 $0
Q1 2018 May 01, 2018	SELL	$180.49 - $206.77 $180 - $206	-1 Reduced 25.0%	3 $1,000
Q4 2017 Feb 06, 2018	BUY	$203.72 - $218.56 $814 - $874	4	4 $1,000

Others Institutions Holding PSA

# of Institutions

1,221

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

Vanguard Group Inc Valley Forge, PA

20.7M
Shares

$6.21 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

15.8M
Shares

$4.74 Billion
0.1% of portfolio
State Street Corp Boston, MA

10.4M
Shares

$3.12 Billion
0.16% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.1M
Shares

$1.84 Billion
0.26% of portfolio
Cohen & Steers, Inc. New York, NY

4.84M
Shares

$1.46 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 $52.8B
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

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