A detailed history of Kingswood Wealth Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,630 shares of PSA stock, worth $550,255. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,630
Previous 2,101 22.42%
Holding current value
$550,255
Previous $604 Million 2.99%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 21, 2024

SELL
$283.13 - $365.01 $133,354 - $171,919
-471 Reduced 22.42%
1,630 $586 Million
Q2 2024

Jul 09, 2024

BUY
$257.73 - $293.34 $60,566 - $68,934
235 Added 12.59%
2,101 $604 Million
Q1 2024

Apr 15, 2024

BUY
$274.16 - $311.83 $55,654 - $63,301
203 Added 12.21%
1,866 $541 Million
Q4 2023

Jan 16, 2024

BUY
$237.99 - $307.8 $395,777 - $511,871
1,663 New
1,663 $507 Million
Q2 2023

Aug 09, 2023

BUY
$280.01 - $314.05 $637,582 - $715,091
2,277 New
2,277 $665 Million

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $59.3B
  • 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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