Jgp Wealth Management, LLC Public Storage Transaction History

Jgp Wealth Management, LLC

$774 Million
Q3 2024

A detailed history of Jgp Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 7,579 shares of PSA stock, worth $2.28 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,579

Previous 7,625 0.6%

Holding current value

$2.28 Million

Previous $2.19 Million 25.72%

% of portfolio

0.36%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$283.13 - $365.01 $13,023 - $16,790	-46 Reduced 0.6%	7,579 $2.76 Million
Q2 2024 Jul 12, 2024	SELL	$257.73 - $293.34 $77,834 - $88,588	-302 Reduced 3.81%	7,625 $2.19 Million
Q1 2024 Apr 24, 2024	SELL	$274.16 - $311.83 $308,978 - $351,432	-1,127 Reduced 12.45%	7,927 $2.3 Million
Q4 2023 Jan 10, 2024	SELL	$237.99 - $307.8 $166,355 - $215,152	-699 Reduced 7.17%	9,054 $2.76 Million
Q3 2023 Oct 19, 2023	SELL	$263.15 - $301.64 $2,894 - $3,318	-11 Reduced 0.11%	9,753 $2.57 Million
Q2 2023 Aug 10, 2023	BUY	$280.01 - $314.05 $79,242 - $88,876	283 Added 2.98%	9,764 $2.85 Million
Q1 2023 Apr 14, 2023	BUY	$271.18 - $311.46 $54,778 - $62,914	202 Added 2.18%	9,481 $2.86 Million
Q4 2022 Feb 09, 2023	SELL	$276.09 - $311.54 $48,315 - $54,519	-175 Reduced 1.85%	9,279 $2.6 Million
Q3 2022 Oct 14, 2022	BUY	$18.47 - $344.52 $683 - $12,747	37 Added 0.39%	9,454 $2.68 Million
Q2 2022 Jul 19, 2022	BUY	$297.48 - $419.9 $60,983 - $86,079	205 Added 2.23%	9,417 $2.99 Million
Q1 2022 Apr 20, 2022	SELL	$342.38 - $396.47 $534,455 - $618,889	-1,561 Reduced 14.49%	9,212 $3.77 Million
Q4 2021 Jan 18, 2022	BUY	$295.26 - $374.56 $42,222 - $53,562	143 Added 1.35%	10,773 $3.9 Million
Q3 2021 Oct 13, 2021	SELL	$296.74 - $331.04 $36,499 - $40,717	-123 Reduced 1.14%	10,630 $3.16 Million
Q2 2021 Aug 12, 2021	BUY	$251.94 - $304.75 $2.71 Million - $3.28 Million	10,753 New	10,753 $3.23 Million

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 $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...

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Jgp Wealth Management, LLC Public Storage Transaction History