Mount Yale Investment Advisors, LLC Public Storage Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$274.16 - $311.83 $13,159 - $14,967	-48 Reduced 3.5%	1,325 $384,000
Q4 2023 Feb 12, 2024	SELL	$237.99 - $307.8 $6,187 - $8,002	-26 Reduced 1.86%	1,373 $418,000
Q3 2023 Oct 11, 2023	SELL	$263.15 - $301.64 $7,105 - $8,144	-27 Reduced 1.89%	1,399 $368,000
Q2 2023 Aug 14, 2023	SELL	$280.01 - $314.05 $22,400 - $25,124	-80 Reduced 5.31%	1,426 $416,000
Q1 2023 May 11, 2023	BUY	$271.18 - $311.46 $23,592 - $27,097	87 Added 6.13%	1,506 $455,000
Q4 2022 Feb 13, 2023	BUY	$276.09 - $311.54 $3,313 - $3,738	12 Added 0.85%	1,419 $397,000
Q3 2022 Nov 07, 2022	SELL	$18.47 - $344.52 $4,691 - $87,508	-254 Reduced 15.29%	1,407 $412,000
Q2 2022 Aug 02, 2022	SELL	$297.48 - $419.9 $10,709 - $15,116	-36 Reduced 2.12%	1,661 $519,000
Q1 2022 May 03, 2022	SELL	$342.38 - $396.47 $48,960 - $56,695	-143 Reduced 7.77%	1,697 $662,000
Q4 2021 Feb 02, 2022	SELL	$295.26 - $374.56 $64,957 - $82,403	-220 Reduced 10.68%	1,840 $689,000
Q3 2021 Nov 02, 2021	SELL	$296.74 - $331.04 $60,534 - $67,532	-204 Reduced 9.01%	2,060 $612,000
Q2 2021 Aug 04, 2021	SELL	$251.94 - $304.75 $4,786 - $5,790	-19 Reduced 0.83%	2,264 $681,000
Q1 2021 May 04, 2021	SELL	$213.82 - $247.99 $30,148 - $34,966	-141 Reduced 5.82%	2,283 $563,000
Q4 2020 Feb 12, 2021	SELL	$216.58 - $236.23 $45,048 - $49,135	-208 Reduced 7.9%	2,424 $560,000
Q3 2020 Nov 16, 2020	BUY	$185.36 - $224.74 $54,495 - $66,073	294 Added 12.57%	2,632 $586,000
Q2 2020 Jul 09, 2020	BUY	$175.97 - $211.37 $351 - $422	2 Added 0.09%	2,338 $449,000
Q1 2020 May 04, 2020	BUY	$160.61 - $232.82 $67,777 - $98,250	422 Added 22.05%	2,336 $464,000
Q4 2019 Feb 13, 2020	BUY	$204.25 - $247.33 $61,887 - $74,940	303 Added 18.81%	1,914 $428,000
Q3 2019 Nov 14, 2019	BUY	$236.45 - $264.74 $34,994 - $39,181	148 Added 10.12%	1,611 $337,000
Q2 2019 Aug 13, 2019	BUY	$214.35 - $245.21 $313,594 - $358,742	1,463 New	1,463 $372,000

Others Institutions Holding PSA

# of Institutions

1,221

Shares Held

134M

Call Options Held

166K

Put Options Held

204K

Vanguard Group Inc Valley Forge, PA

20.7M
Shares

$6.21 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

15.8M
Shares

$4.74 Billion
0.1% of portfolio
State Street Corp Boston, MA

10.4M
Shares

$3.12 Billion
0.16% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.1M
Shares

$1.84 Billion
0.26% of portfolio
Cohen & Steers, Inc. New York, NY

4.84M
Shares

$1.46 Billion
3.13% of portfolio

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...

More about PSA

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