A detailed history of Naviter Wealth, LLC transactions in Public Storage stock. As of the latest transaction made, Naviter Wealth, LLC holds 10,014 shares of PSA stock, worth $3.35 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
10,014
Previous 10,876 7.93%
Holding current value
$3.35 Million
Previous $3.13 Million 16.46%
% of portfolio
0.51%
Previous 0.47%

Shares

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

Oct 16, 2024

SELL
$283.13 - $365.01 $244,058 - $314,638
-862 Reduced 7.93%
10,014 $3.64 Million
Q2 2024

Aug 01, 2024

BUY
$257.73 - $293.34 $172,679 - $196,537
670 Added 6.56%
10,876 $3.13 Million
Q1 2024

Apr 18, 2024

BUY
$274.16 - $311.83 $330,088 - $375,443
1,204 Added 13.37%
10,206 $2.96 Million
Q4 2023

Feb 05, 2024

BUY
$237.99 - $307.8 $298,677 - $386,289
1,255 Added 16.2%
9,002 $2.75 Million
Q3 2023

Nov 14, 2023

SELL
$263.15 - $301.64 $83,681 - $95,921
-318 Reduced 3.94%
7,747 $2.04 Million
Q2 2023

Jul 20, 2023

BUY
$280.01 - $314.05 $353,372 - $396,331
1,262 Added 18.55%
8,065 $2.35 Million
Q1 2023

Apr 12, 2023

BUY
$271.18 - $311.46 $519,309 - $596,445
1,915 Added 39.18%
6,803 $2.06 Million
Q4 2022

Jan 31, 2023

BUY
$276.09 - $311.54 $181,115 - $204,370
656 Added 15.5%
4,888 $1.37 Million
Q3 2022

Oct 27, 2022

BUY
$18.47 - $344.52 $25,248 - $470,958
1,367 Added 47.71%
4,232 $1.24 Million
Q2 2022

Jul 18, 2022

SELL
$297.48 - $419.9 $39,564 - $55,846
-133 Reduced 4.44%
2,865 $896,000
Q1 2022

Apr 21, 2022

SELL
$342.38 - $396.47 $47,933 - $55,505
-140 Reduced 4.46%
2,998 $1.17 Million
Q4 2021

Feb 03, 2022

BUY
$295.26 - $374.56 $926,525 - $1.18 Million
3,138 New
3,138 $1.18 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 $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...
More about PSA
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