A detailed history of Lake Point Wealth Management transactions in Public Storage stock. As of the latest transaction made, Lake Point Wealth Management holds 124 shares of PSA stock, worth $36,890. This represents 0.02% of its overall portfolio holdings.

Number of Shares
124
Previous 124 -0.0%
Holding current value
$36,890
Previous $48,000 18.75%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 21, 2021

BUY
$296.74 - $331.04 $32,938 - $36,745
111 Added 853.85%
124 $37,000
Q1 2019

Jun 03, 2019

SELL
$195.06 - $224.24 $6,436 - $7,399
-33 Reduced 71.74%
13 $3,000
Q4 2018

Aug 07, 2019

BUY
$195.68 - $216.23 $6,457 - $7,135
33 Added 253.85%
46 $9,000
Q4 2018

Feb 21, 2019

BUY
$195.68 - $216.23 $2,543 - $2,810
13 New
13 $3,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $52.2B
  • 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
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.