West Coast Financial LLC Public Storage Transaction History

West Coast Financial LLC

$824 Million
Q1 2024

A detailed history of West Coast Financial LLC transactions in Public Storage stock. As of the latest transaction made, West Coast Financial LLC holds 42,553 shares of PSA stock, worth $12.1 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

42,553

Previous 45,868 7.23%

Holding current value

$12.1 Million

Previous $14 Million 11.77%

% of portfolio

1.5%

Previous 1.84%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$274.16 - $311.83 $908,840 - $1.03 Million	-3,315 Reduced 7.23%	42,553 $12.3 Million
Q4 2023 Jan 11, 2024	BUY	$237.99 - $307.8 $5.49 Million - $7.1 Million	23,060 Added 101.1%	45,868 $14 Million
Q3 2023 Nov 02, 2023	BUY	$263.15 - $301.64 $105,259 - $120,656	400 Added 1.79%	22,808 $6.01 Million
Q2 2023 Aug 08, 2023	SELL	$280.01 - $314.05 $5,320 - $5,966	-19 Reduced 0.08%	22,408 $6.54 Million
Q1 2023 May 08, 2023	BUY	$271.18 - $311.46 $52,337 - $60,111	193 Added 0.87%	22,427 $6.78 Million

Q4 2022 Feb 14, 2023	BUY	$276.09 - $311.54 $199,336 - $224,931	722 Added 3.36%	22,234 $6.23 Million
Q3 2022 Oct 31, 2022	BUY	$18.47 - $344.52 $8,588 - $160,201	465 Added 2.21%	21,512 $6.3 Million
Q2 2022 Jul 11, 2022	BUY	$297.48 - $419.9 $128,213 - $180,976	431 Added 2.09%	21,047 $6.58 Million
Q1 2022 Apr 20, 2022	BUY	$342.38 - $396.47 $180,776 - $209,336	528 Added 2.63%	20,616 $8.05 Million
Q4 2021 Jan 19, 2022	BUY	$295.26 - $374.56 $118,104 - $149,824	400 Added 2.03%	20,088 $7.52 Million
Q3 2021 Nov 03, 2021	BUY	$296.74 - $331.04 $4.67 Million - $5.21 Million	15,736 Added 398.18%	19,688 $5.85 Million
Q2 2021 Jul 28, 2021	BUY	$251.94 - $304.75 $1,259 - $1,523	5 Added 0.13%	3,952 $1.19 Million
Q1 2021 May 10, 2021	SELL	$213.82 - $247.99 $6,414 - $7,439	-30 Reduced 0.75%	3,947 $974,000
Q4 2020 Feb 03, 2021	SELL	$216.58 - $236.23 $48,297 - $52,679	-223 Reduced 5.31%	3,977 $918,000
Q3 2020 Nov 05, 2020	BUY	$185.36 - $224.74 $35,589 - $43,150	192 Added 4.79%	4,200 $935,000
Q2 2020 Jul 13, 2020	BUY	$175.97 - $211.37 $62,469 - $75,036	355 Added 9.72%	4,008 $769,000
Q3 2019 Oct 16, 2019	SELL	$236.45 - $264.74 $16,551 - $18,531	-70 Reduced 1.88%	3,653 $896,000
Q2 2019 Jul 16, 2019	SELL	$214.35 - $245.21 $2,143 - $2,452	-10 Reduced 0.27%	3,723 $887,000
Q1 2019 Apr 22, 2019	SELL	$195.06 - $224.24 $7,802 - $8,969	-40 Reduced 1.06%	3,733 $813,000
Q4 2018 Jan 29, 2019	SELL	$195.68 - $216.23 $978 - $1,081	-5 Reduced 0.13%	3,773 $764,000
Q3 2018 Oct 19, 2018	SELL	$199.49 - $232.71 $8,578 - $10,006	-43 Reduced 1.13%	3,778 $762,000
Q1 2018 Apr 17, 2018	SELL	$180.49 - $206.77 $210,631 - $241,300	-1,167 Reduced 23.4%	3,821 $766,000
Q4 2017 Jan 19, 2018	SELL	$203.72 - $218.56 $64,171 - $68,846	-315 Reduced 5.94%	4,988 $1.04 Million
Q3 2017 Nov 02, 2017	BUY	$196.29 - $218.31 $1.04 Million - $1.16 Million	5,303	5,303 $1.14 Million

Others Institutions Holding PSA

# of Institutions

1,143

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 $50.1B
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...

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West Coast Financial LLC Public Storage Transaction History