A detailed history of Ivc Wealth Advisors LLC transactions in Public Storage stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,461 shares of PSA stock, worth $508,179. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,461
Previous 1,465 0.27%
Holding current value
$508,179
Previous $421,000 26.13%
% of portfolio
0.29%
Previous 0.24%

Shares

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

Oct 24, 2024

SELL
$283.13 - $365.01 $1,132 - $1,460
-4 Reduced 0.27%
1,461 $531,000
Q2 2024

Jul 16, 2024

BUY
$257.73 - $293.34 $39,174 - $44,587
152 Added 11.58%
1,465 $421,000
Q1 2024

Apr 19, 2024

BUY
$274.16 - $311.83 $44,139 - $50,204
161 Added 13.98%
1,313 $380,000
Q4 2023

Jan 10, 2024

BUY
$237.99 - $307.8 $64,971 - $84,029
273 Added 31.06%
1,152 $351,000
Q3 2023

Oct 05, 2023

BUY
$263.15 - $301.64 $31,314 - $35,895
119 Added 15.66%
879 $231,000
Q2 2021

Jul 13, 2021

BUY
$251.94 - $304.75 $191,474 - $231,610
760 New
760 $229,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $61.1B
  • 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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