Purchases and Sales Made in Q1 2025 in Public Storage (PSA)
This table provides information about the institutional ownership of Public Storage (PSA) during Q1 2025. The information is specifically focused on institutions that hold shares of Public Storage.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
54+ 4.28% |
$15.6K - $17K
|
1.32K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
53+ 5.84% |
$15.3K - $16.6K
|
960
$277K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
53New |
$15.3K - $16.6K
|
53
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
53+ 0.21% |
$15.3K - $16.6K
|
25.2K
$7.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
51+ 0.98% |
$14.7K - $16K
|
5.27K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
50New |
$14.4K - $15.7K
|
50
$14.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50New |
$14.4K - $15.7K
|
50
$14.4K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48+ 7.08% |
$13.9K - $15.1K
|
726
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 24.61% |
$13.6K - $14.8K
|
238
$68.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
46+ 5.32% |
$13.3K - $14.4K
|
910
$263K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
46+ 2.92% |
$13.3K - $14.4K
|
1.62K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
45+ 6.28% |
$13K - $14.1K
|
761
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
45+ 2.11% |
$13K - $14.1K
|
2.18K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
43+ 39.81% |
$12.4K - $13.5K
|
151
$43.6K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
42New |
$12.1K - $13.2K
|
42
$12.1K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41+ 5.48% |
$11.8K - $12.9K
|
789
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41+ 3.22% |
$11.8K - $12.9K
|
1.31K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
39+ 1.01% |
$11.3K - $12.2K
|
3.9K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
39+ 0.12% |
$11.3K - $12.2K
|
32.9K
$9.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
39+ 780.0% |
$11.3K - $12.2K
|
44
$12.7K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
39+ 3.11% |
$11.3K - $12.2K
|
1.3K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
39+ 1.1% |
$11.3K - $12.2K
|
3.58K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 190.0% |
$11K - $11.9K
|
58
$16.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
37+ 0.2% |
$10.7K - $11.6K
|
18.4K
$5.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
35+ 1.7% |
$10.1K - $11K
|
2.09K
$604K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
33+ 7.8% |
$9.54K - $10.4K
|
456
$132K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
32+ 1.4% |
$9.25K - $10K
|
2.32K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30New |
$8.67K - $9.42K
|
30
$8.67K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 11.67% |
$8.67K - $9.42K
|
287
$82.9K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
29+ 0.52% |
$8.38K - $9.11K
|
5.58K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 0.4% |
$8.38K - $9.11K
|
7.19K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 2800.0% |
$8.09K - $8.79K
|
29
$8.38K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
28+ 1.48% |
$8.09K - $8.79K
|
1.93K
$556K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28New |
$8.09K - $8.79K
|
28
$8.09K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26+ 3.09% |
$7.51K - $8.16K
|
867
$251K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
26+ 1.9% |
$7.51K - $8.16K
|
1.39K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
25+ 17.99% |
$7.22K - $7.85K
|
164
$47.4K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24+ 400.0% |
$6.94K - $7.54K
|
30
$8.67K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
24New |
$6.94K - $7.54K
|
24
$6.94K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23+ 0.09% |
$6.65K - $7.22K
|
26.2K
$7.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
23+ 2.86% |
$6.65K - $7.22K
|
826
$239K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 3.95% |
$6.07K - $6.59K
|
552
$160K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
20+ 22.99% |
$5.78K - $6.28K
|
107
$30.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20+ 0.4% |
$5.78K - $6.28K
|
4.99K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
20+ 0.74% |
$5.78K - $6.28K
|
2.72K
$786K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.74% |
$5.49K - $5.97K
|
2.6K
$752K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
19+ 0.98% |
$5.49K - $5.97K
|
1.96K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 17.48% |
$5.2K - $5.65K
|
121
$35K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
18+ 1.76% |
$5.2K - $5.65K
|
1.04K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18+ 1.07% |
$5.2K - $5.65K
|
1.71K
$493K
|