PSA PUBLIC STORAGE

Ownership history in Alaethes Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Alaethes Wealth, LLC reported a position in PUBLIC STORAGE (PSA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.58% (2024 Q3)
Avg. % of fund
0.47%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,463 +571 +11.7% 0.45% $1.6M $282.82
2025 Q2 ADDED 4,892 +238 +5.1% 0.43% $1.4M $284.35
2025 Q1 ADDED 4,654 +231 +5.2% 0.51% $1.4M $287.14
2024 Q4 ADDED 4,423 +74 +1.7% 0.47% $1.3M $284.44
2024 Q3 ADDED 4,349 +832 +23.7% 0.58% $1.6M $342.41
2024 Q2 ADDED 3,517 +295 +9.2% 0.42% $1.0M $268.42
2024 Q1 INITIATED 3,222 0.41% $935K
% of Fund (quarterly)    PSA price (monthly, adj. close)
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