Patriot Financial Group Insurance Agency, LLC Public Storage Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	SELL	$280.01 - $314.05 $6,720 - $7,537	-24 Reduced 3.02%	770 $224,000
Q1 2023 Apr 20, 2023	BUY	$271.18 - $311.46 $18,440 - $21,179	68 Added 9.37%	794 $239,000
Q4 2022 Jan 17, 2023	BUY	$276.09 - $311.54 $200,441 - $226,178	726 New	726 $0
Q2 2018 Aug 14, 2018	SELL	$192.75 - $229.0 $2,891 - $3,435	-15 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$180.49 - $206.77 $721 - $827	4 Added 36.36%	15 $3,000
Q4 2017 Feb 14, 2018	BUY	$203.72 - $218.56 $203 - $218	1 Added 10.0%	11 $2,000
Q3 2017 Oct 26, 2017	BUY	$196.29 - $218.31 $588 - $654	3 Added 42.86%	10 $2,000
Q2 2017 Aug 08, 2017	BUY	N/A	7	7 $1,000

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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