Lederer & Associates Investment Counsel Public Storage Transaction History

Lederer & Associates Investment Counsel

$142 Million
Q3 2024

A detailed history of Lederer & Associates Investment Counsel transactions in Public Storage stock. As of the latest transaction made, Lederer & Associates Investment Counsel holds 1,404 shares of PSA stock, worth $470,255. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,404

Previous 1,404 -0.0%

Holding current value

$470,255

Previous $404,000 26.49%

% of portfolio

0.36%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$274.16 - $311.83 $8,773 - $9,978	32 Added 2.33%	1,404 $407,000
Q4 2023 Jan 19, 2024	SELL	$237.99 - $307.8 $10,471 - $13,543	-44 Reduced 3.11%	1,372 $418,000
Q2 2023 Aug 04, 2023	SELL	$280.01 - $314.05 $12,320 - $13,818	-44 Reduced 3.01%	1,416 $413,000
Q4 2022 Jan 12, 2023	BUY	$276.09 - $311.54 $19,050 - $21,496	69 Added 4.96%	1,460 $409,000
Q3 2022 Nov 14, 2022	BUY	$18.47 - $344.52 $55 - $1,033	3 Added 0.22%	1,391 $407,000
Q2 2022 Aug 09, 2022	SELL	$297.48 - $419.9 $188,007 - $265,376	-632 Reduced 31.29%	1,388 $434,000
Q1 2022 May 24, 2022	SELL	$342.38 - $396.47 $5,820 - $6,739	-17 Reduced 0.83%	2,020 $788,000
Q4 2021 Jan 24, 2022	BUY	$295.26 - $374.56 $101,864 - $129,223	345 Added 20.39%	2,037 $763,000
Q3 2021 Oct 22, 2021	BUY	$296.74 - $331.04 $41,246 - $46,014	139 Added 8.95%	1,692 $503,000
Q2 2021 Jul 23, 2021	SELL	$251.94 - $304.75 $20,911 - $25,294	-83 Reduced 5.07%	1,553 $467,000
Q1 2021 Apr 19, 2021	SELL	$213.82 - $247.99 $3,421 - $3,967	-16 Reduced 0.97%	1,636 $403,000
Q4 2020 Jan 25, 2021	BUY	$216.58 - $236.23 $7,147 - $7,795	33 Added 2.04%	1,652 $381,000
Q3 2020 Jan 13, 2021	BUY	$185.36 - $224.74 $8,897 - $10,787	48 Added 3.06%	1,619 $361,000
Q2 2020 Jul 14, 2020	BUY	$175.97 - $211.37 $1,055 - $1,268	6 Added 0.38%	1,571 $301,000
Q1 2020 Apr 20, 2020	SELL	$160.61 - $232.82 $12,848 - $18,625	-80 Reduced 4.86%	1,565 $311,000
Q4 2019 Feb 07, 2020	SELL	$204.25 - $247.33 $4,085 - $4,946	-20 Reduced 1.2%	1,645 $350,000
Q2 2019 Jul 19, 2019	SELL	$214.35 - $245.21 $40,726 - $46,589	-190 Reduced 10.24%	1,665 $397,000
Q2 2018 Jul 27, 2018	SELL	$192.75 - $229.0 $81,918 - $97,325	-425 Reduced 18.64%	1,855 $421,000
Q1 2018 Apr 09, 2018	BUY	$180.49 - $206.77 $6,317 - $7,236	35 Added 1.56%	2,280 $457,000
Q4 2017 Jan 11, 2018	BUY	$203.72 - $218.56 $28,520 - $30,598	140 Added 6.65%	2,245 $469,000
Q3 2017 Oct 13, 2017	BUY	$196.29 - $218.31 $413,190 - $459,542	2,105	2,105 $450,000

Others Institutions Holding PSA

# of Institutions

1,195

Shares Held

135M

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 $58.8B
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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Lederer & Associates Investment Counsel Public Storage Transaction History