A detailed history of Robertson Stephens Wealth Management, LLC transactions in Public Storage stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,056 shares of PSA stock, worth $1.17 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,056
Previous 4,101 1.1%
Holding current value
$1.17 Million
Previous $1.18 Million 25.11%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$283.13 - $365.01 $12,740 - $16,425
-45 Reduced 1.1%
4,056 $1.48 Million
Q2 2024

Aug 13, 2024

BUY
$257.73 - $293.34 $532,985 - $606,627
2,068 Added 101.72%
4,101 $1.18 Million
Q1 2024

May 15, 2024

SELL
$274.16 - $311.83 $3,289 - $3,741
-12 Reduced 0.59%
2,033 $589,000
Q4 2023

Feb 06, 2024

SELL
$237.99 - $307.8 $4,521 - $5,848
-19 Reduced 0.92%
2,045 $623,000
Q3 2023

Nov 13, 2023

BUY
$263.15 - $301.64 $286,570 - $328,485
1,089 Added 111.69%
2,064 $543,000
Q2 2023

Aug 11, 2023

SELL
$280.01 - $314.05 $52,921 - $59,355
-189 Reduced 16.24%
975 $284,000
Q1 2023

May 11, 2023

SELL
$271.18 - $311.46 $8,135 - $9,343
-30 Reduced 2.51%
1,164 $351,000
Q4 2022

Feb 14, 2023

SELL
$276.09 - $311.54 $4,417 - $4,984
-16 Reduced 1.32%
1,194 $334,000
Q3 2022

Nov 14, 2022

SELL
$18.47 - $344.52 $129 - $2,411
-7 Reduced 0.58%
1,210 $354,000
Q2 2022

Aug 12, 2022

SELL
$297.48 - $419.9 $9,221 - $13,016
-31 Reduced 2.48%
1,217 $380,000
Q1 2022

May 16, 2022

BUY
$342.38 - $396.47 $427,290 - $494,794
1,248 New
1,248 $487,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $50.7B
  • 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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