Kcm Investment Advisors LLC Public Storage Transaction History

Kcm Investment Advisors LLC

$2.76 Billion
Q2 2024

A detailed history of Kcm Investment Advisors LLC transactions in Public Storage stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 4,704 shares of PSA stock, worth $1.67 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,704

Previous 5,390 12.73%

Holding current value

$1.67 Million

Previous $1.56 Million 13.44%

% of portfolio

0.05%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$257.73 - $293.34 $176,802 - $201,231	-686 Reduced 12.73%	4,704 $1.35 Million
Q1 2024 May 07, 2024	SELL	$274.16 - $311.83 $147,772 - $168,076	-539 Reduced 9.09%	5,390 $1.56 Million
Q4 2023 Feb 13, 2024	SELL	$237.99 - $307.8 $245,367 - $317,341	-1,031 Reduced 14.81%	5,929 $1.81 Million
Q3 2023 Nov 08, 2023	SELL	$263.15 - $301.64 $101,839 - $116,734	-387 Reduced 5.27%	6,960 $1.83 Million
Q2 2023 Aug 09, 2023	BUY	$280.01 - $314.05 $1.52 Million - $1.71 Million	5,441 Added 285.47%	7,347 $2.14 Million
Q1 2023 May 09, 2023	BUY	$271.18 - $311.46 $516,869 - $593,642	1,906 New	1,906 $575,000
Q4 2022 Jan 31, 2023	BUY	$276.09 - $311.54 $96,631 - $109,039	350 Added 19.62%	2,134 $598,000
Q3 2022 Nov 10, 2022	BUY	$18.47 - $344.52 $5,541 - $103,356	300 Added 20.22%	1,784 $522,000
Q2 2022 Aug 15, 2022	SELL	$297.48 - $419.9 $29,748 - $41,990	-100 Reduced 6.31%	1,484 $464,000
Q1 2022 May 13, 2022	BUY	$342.38 - $396.47 $5,135 - $5,947	15 Added 0.96%	1,584 $618,000
Q4 2021 Feb 14, 2022	BUY	$295.26 - $374.56 $48,717 - $61,802	165 Added 11.75%	1,569 $588,000
Q3 2021 Nov 12, 2021	BUY	$296.74 - $331.04 $11,276 - $12,579	38 Added 2.78%	1,404 $417,000
Q1 2021 May 13, 2021	BUY	$213.82 - $247.99 $2,779 - $3,223	13 Added 0.96%	1,366 $337,000
Q3 2020 Nov 16, 2020	BUY	$185.36 - $224.74 $18,536 - $22,474	100 Added 7.98%	1,353 $301,000
Q2 2020 Aug 14, 2020	SELL	$175.97 - $211.37 $1,759 - $2,113	-10 Reduced 0.79%	1,253 $240,000
Q1 2020 Apr 27, 2020	SELL	$160.61 - $232.82 $208,793 - $302,666	-1,300 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$204.25 - $247.33 $13,072 - $15,829	-64 Reduced 4.69%	1,300 $277,000
Q3 2019 Nov 15, 2019	BUY	$236.45 - $264.74 $23,881 - $26,738	101 Added 8.0%	1,364 $335,000
Q2 2019 Aug 14, 2019	BUY	$214.35 - $245.21 $270,724 - $309,700	1,263 New	1,263 $301,000

Others Institutions Holding PSA

# of Institutions

1,149

Shares Held

134M

Call Options Held

146K

Put Options Held

361K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $62.4B
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...

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Kcm Investment Advisors LLC Public Storage Transaction History