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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 850.0% |
$4.91K - $5.34K
|
19
$5.49K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
17+ 0.66% |
$4.91K - $5.34K
|
2.6K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16+ 16.0% |
$4.62K - $5.02K
|
116
$33.5K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
15+ 1.02% |
$4.33K - $4.71K
|
1.49K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
15New |
$4.33K - $4.71K
|
15
$4.33K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
15+ 1.23% |
$4.33K - $4.71K
|
1.24K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
15+ 1.55% |
$4.33K - $4.71K
|
981
$283K
|
|
|
May 15, 2025
Q1 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
14+ 0.02% |
$4.05K - $4.4K
|
57.6K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14+ 1.33% |
$4.05K - $4.4K
|
1.06K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
14New |
$4.05K - $4.4K
|
14
$4.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 12.96% |
$4.05K - $4.4K
|
122
$35.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 1.1% |
$3.76K - $4.08K
|
1.2K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.32% |
$3.76K - $4.08K
|
4.08K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12+ 3.26% |
$3.47K - $3.77K
|
380
$110K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
12+ 21.05% |
$3.47K - $3.77K
|
69
$19.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 100.0% |
$3.18K - $3.45K
|
22
$6.36K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
11+ 0.36% |
$3.18K - $3.45K
|
3.03K
$874K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
11+ 0.46% |
$3.18K - $3.45K
|
2.41K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 0.73% |
$3.18K - $3.45K
|
1.52K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
10+ 1.02% |
$2.89K - $3.14K
|
994
$287K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$2.89K - $3.14K
|
10
$2.89K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.74% |
$2.89K - $3.14K
|
585
$169K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
10+ 0.86% |
$2.89K - $3.14K
|
1.17K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
10+ 0.42% |
$2.89K - $3.14K
|
2.41K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10New |
$2.89K - $3.14K
|
10
$2.89K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
10+ 0.5% |
$2.89K - $3.14K
|
2.02K
$585K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.07% |
$2.89K - $3.14K
|
13.5K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
10+ 0.96% |
$2.89K - $3.14K
|
1.06K
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9New |
$2.6K - $2.83K
|
9
$2.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9New |
$2.6K - $2.83K
|
9
$2.6K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8+ 0.53% |
$2.31K - $2.51K
|
1.52K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 0.87% |
$2.31K - $2.51K
|
927
$268K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.16% |
$2.31K - $2.51K
|
5.01K
$1.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.31% |
$2.31K - $2.51K
|
619
$179K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 4.47% |
$2.31K - $2.51K
|
187
$54K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7New |
$2.02K - $2.2K
|
7
$2.02K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 36.84% |
$2.02K - $2.2K
|
26
$7.51K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$1.73K - $1.88K
|
6
$1.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
6+ 0.1% |
$1.73K - $1.88K
|
5.97K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 2.32% |
$1.73K - $1.88K
|
265
$76.6K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
6New |
$1.73K - $1.88K
|
6
$1.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 18.75% |
$1.73K - $1.88K
|
38
$11K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 120.0% |
$1.73K - $1.88K
|
11
$3.18K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5+ 0.62% |
$1.44K - $1.57K
|
809
$234K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5+ 0.71% |
$1.44K - $1.57K
|
708
$205K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5New |
$1.44K - $1.57K
|
5
$1.44K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
5+ 11.36% |
$1.44K - $1.57K
|
49
$14.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4New |
$1.16K - $1.26K
|
4
$1.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4+ 0.49% |
$1.16K - $1.26K
|
826
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.37% |
$1.16K - $1.26K
|
1.1K
$317K
|