Sterling Investment Advisors, Ltd. Public Storage Transaction History

Sterling Investment Advisors, Ltd.

$334 Million
Q1 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Public Storage stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 2,975 shares of PSA stock, worth $855,758. This represents 0.26% of its overall portfolio holdings.

Number of Shares

2,975

Previous 2,975 -0.0%

Holding current value

$855,758

Previous $907,000 4.96%

% of portfolio

0.26%

Previous 0.3%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$237.99 - $307.8 $23,799 - $30,780	-100 Reduced 3.25%	2,975 $907,000
Q2 2023 Aug 03, 2023	SELL	$280.01 - $314.05 $84,003 - $94,215	-300 Reduced 8.89%	3,075 $897,000
Q1 2023 Apr 25, 2023	SELL	$271.18 - $311.46 $9,491 - $10,901	-35 Reduced 1.03%	3,375 $1.02 Million
Q3 2022 Nov 03, 2022	SELL	$18.47 - $344.52 $1,847 - $34,452	-100 Reduced 2.85%	3,410 $998,000
Q2 2022 Aug 05, 2022	SELL	$297.48 - $419.9 $65,148 - $91,958	-219 Reduced 5.87%	3,510 $1.1 Million

Q1 2022 May 03, 2022	SELL	$342.38 - $396.47 $68,476 - $79,294	-200 Reduced 5.09%	3,729 $1.46 Million
Q4 2021 Feb 02, 2022	BUY	$295.26 - $374.56 $295 - $374	1 Added 0.03%	3,929 $1.47 Million
Q3 2021 Nov 09, 2021	SELL	$296.74 - $331.04 $85,757 - $95,670	-289 Reduced 6.85%	3,928 $1.17 Million
Q2 2021 Jul 29, 2021	SELL	$251.94 - $304.75 $19,903 - $24,075	-79 Reduced 1.84%	4,217 $1.27 Million
Q1 2021 May 04, 2021	SELL	$213.82 - $247.99 $4,276 - $4,959	-20 Reduced 0.46%	4,296 $1.06 Million
Q4 2020 Jan 21, 2021	BUY	$216.58 - $236.23 $433 - $472	2 Added 0.05%	4,316 $997,000
Q3 2020 Oct 26, 2020	SELL	$185.36 - $224.74 $222,061 - $269,238	-1,198 Reduced 21.73%	4,314 $961,000
Q2 2020 Jul 24, 2020	SELL	$175.97 - $211.37 $17,421 - $20,925	-99 Reduced 1.76%	5,512 $1.06 Million
Q1 2020 Apr 30, 2020	SELL	$160.61 - $232.82 $30,515 - $44,235	-190 Reduced 3.28%	5,611 $1.11 Million
Q4 2019 Feb 10, 2020	SELL	$204.25 - $247.33 $60,866 - $73,704	-298 Reduced 4.89%	5,801 $1.24 Million
Q3 2019 Oct 15, 2019	SELL	$236.45 - $264.74 $23,408 - $26,209	-99 Reduced 1.6%	6,099 $1.5 Million
Q2 2019 Aug 06, 2019	SELL	$214.35 - $245.21 $106,746 - $122,114	-498 Reduced 7.44%	6,198 $1.48 Million
Q1 2019 May 01, 2019	BUY	$195.06 - $224.24 $585 - $672	3 Added 0.04%	6,696 $1.46 Million
Q4 2018 Jan 18, 2019	SELL	$195.68 - $216.23 $39,331 - $43,462	-201 Reduced 2.92%	6,693 $1.35 Million
Q3 2018 Nov 09, 2018	SELL	$199.49 - $232.71 $19,151 - $22,340	-96 Reduced 1.37%	6,894 $1.39 Million
Q2 2018 Jul 26, 2018	SELL	$192.75 - $229.0 $28,912 - $34,350	-150 Reduced 2.1%	6,990 $1.59 Million
Q1 2018 Apr 23, 2018	SELL	$180.49 - $206.77 $18,049 - $20,677	-100 Reduced 1.38%	7,140 $1.43 Million
Q4 2017 Jan 29, 2018	SELL	$203.72 - $218.56 $81,488 - $87,424	-400 Reduced 5.24%	7,240 $1.51 Million
Q3 2017 Nov 03, 2017	SELL	$196.29 - $218.31 $24,536 - $27,288	-125 Reduced 1.61%	7,640 $1.64 Million
Q2 2017 Aug 09, 2017	BUY	N/A	7,765	7,765 $1.62 Million

Others Institutions Holding PSA

# of Institutions

1,142

Shares Held

133M

Call Options Held

224K

Put Options Held

447K

View Full List

About Public Storage

Ticker PSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 175,542,000
Market Cap $50.5B
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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Sterling Investment Advisors, Ltd. Public Storage Transaction History