A detailed history of Wealthspire Advisors, LLC transactions in Public Storage stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,038 shares of PSA stock, worth $361,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,038
Previous 1,116 6.99%
Holding current value
$361,275
Previous $321,000 17.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$283.13 - $365.01 $22,084 - $28,470
-78 Reduced 6.99%
1,038 $377,000
Q2 2024

Aug 08, 2024

BUY
$257.73 - $293.34 $56,700 - $64,534
220 Added 24.55%
1,116 $321,000
Q1 2024

May 06, 2024

SELL
$274.16 - $311.83 $28,512 - $32,430
-104 Reduced 10.4%
896 $259,000
Q4 2023

Feb 06, 2024

BUY
$237.99 - $307.8 $237,990 - $307,800
1,000 New
1,000 $305,000
Q2 2021

Aug 13, 2021

SELL
$251.94 - $304.75 $348,433 - $421,469
-1,383 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$213.82 - $247.99 $16,464 - $19,095
77 Added 5.9%
1,383 $341,000
Q4 2020

Feb 16, 2021

BUY
$216.58 - $236.23 $282,853 - $308,516
1,306 New
1,306 $302,000
Q2 2020

Aug 14, 2020

SELL
$175.97 - $211.37 $380,095 - $456,559
-2,160 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$160.61 - $232.82 $346,917 - $502,891
2,160 New
2,160 $429,000
Q1 2019

May 08, 2019

SELL
$195.06 - $224.24 $18,140 - $20,854
-93 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$195.68 - $216.23 $18,198 - $20,109
93 New
93 $19,000

Others Institutions Holding PSA

About Public Storage


  • Ticker PSA
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 175,542,000
  • Market Cap $61.1B
  • 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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.