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 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
397+ 2.71% |
$115K - $125K
|
15.1K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
397New |
$115K - $125K
|
397
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
392+ 4.63% |
$113K - $123K
|
8.86K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
388+ 13.99% |
$112K - $122K
|
3.16K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
385+ 11.36% |
$111K - $121K
|
3.78K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
380+ 21.15% |
$110K - $119K
|
2.18K
$636K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
373+ 13.26% |
$108K - $117K
|
3.19K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
370New |
$107K - $116K
|
370
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
370+ 1.13% |
$107K - $116K
|
33.2K
$9.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
367+ 40.51% |
$106K - $115K
|
1.27K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
360+ 9.05% |
$104K - $113K
|
4.34K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
BUY
|
- |
360+ 1.9% |
$104K - $113K
|
19.3K
$5.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
357+ 4.1% |
$103K - $112K
|
9.05K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
352+ 7.94% |
$102K - $111K
|
4.79K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
350+ 37.08% |
$101K - $110K
|
1.29K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
350+ 35.0% |
$101K - $110K
|
1.35K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
350+ 5.34% |
$101K - $110K
|
6.9K
$2.01M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
349New |
$101K - $110K
|
349
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
346+ 3.55% |
$100K - $109K
|
10.1K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
342+ 10.47% |
$98.8K - $107K
|
3.61K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
330+ 23.83% |
$95.4K - $104K
|
1.72K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
324+ 39.71% |
$93.6K - $102K
|
1.14K
$333K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
320+ 16.34% |
$92.5K - $100K
|
2.28K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
316+ 18.04% |
$91.3K - $99.2K
|
2.07K
$604K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
311+ 3.89% |
$89.9K - $97.6K
|
8.31K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
307+ 18.23% |
$88.7K - $96.4K
|
1.99K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
304+ 33.85% |
$87.9K - $95.4K
|
1.2K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
297+ 14850.0% |
$85.8K - $93.3K
|
299
$87.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
292+ 59.35% |
$84.4K - $91.7K
|
784
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
290+ 39.24% |
$83.8K - $91.1K
|
1.03K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
290+ 14.09% |
$83.8K - $91.1K
|
2.35K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
289+ 2.01% |
$83.5K - $90.7K
|
14.7K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
286+ 3.09% |
$82.7K - $89.8K
|
9.54K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
285+ 19.08% |
$82.4K - $89.5K
|
1.78K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
279+ 465.0% |
$80.6K - $87.6K
|
339
$99K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
275+ 13.08% |
$79.5K - $86.3K
|
2.38K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
268+ 24.34% |
$77.4K - $84.1K
|
1.37K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266+ 39.52% |
$76.9K - $83.5K
|
939
$274K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
262+ 17.7% |
$75.7K - $82.3K
|
1.74K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
258+ 18.32% |
$74.6K - $81K
|
1.67K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
258+ 7.96% |
$74.6K - $81K
|
3.5K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
249+ 96.14% |
$72K - $78.2K
|
508
$148K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
248+ 5.79% |
$71.7K - $77.9K
|
4.53K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
236+ 2.99% |
$68.2K - $74.1K
|
8.12K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
235+ 17.7% |
$67.9K - $73.8K
|
1.56K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
234+ 0.96% |
$67.6K - $73.5K
|
24.5K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
233+ 11.12% |
$67.3K - $73.2K
|
2.33K
$680K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
231+ 5.22% |
$66.8K - $72.5K
|
4.65K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
231+ 2.76% |
$66.8K - $72.5K
|
8.59K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
223+ 29.07% |
$64.4K - $70K
|
990
$289K
|