American Assets Capital Advisers, LLC PSA PUBLIC STORAGE INC.

Ownership history in American Assets Capital Advisers, LLC  ·  12 quarters on record

AI Ownership Summary

American Assets Capital Advisers, LLC reported PUBLIC STORAGE INC. (PSA) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.53% in 2025 Q3. The latest visible filing shows PSA at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Assets Capital Advisers, LLC's position in PUBLIC STORAGE INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PSA was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How American Assets Capital Advisers, LLC held PSA — position size vs. price
% of Fund (quarterly)    PSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 5,027 +802 +19.0% 1.53% $1.5M 2025-11-14 (Est.) $266.06
2025 Q2 UNCHANGED 4,225 0% 1.25% $1.2M 2025-08-06 $270.21
2025 Q1 UNCHANGED 4,225 0% 0.53% $1.3M 2025-05-08 $285.83
2024 Q4 ADDED 4,225 +1,646 +63.8% 0.42% $1.3M 2025-02-10 $285.76
2024 Q3 UNCHANGED 2,579 0% 0.29% $938K 2024-11-05 $317.56
2024 Q2 UNCHANGED 2,579 0% 0.23% $742K 2024-07-31 $273.60
2024 Q1 UNCHANGED 2,579 0% 0.21% $748K 2024-05-10 $252.34
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About American Assets Capital Advisers, LLC and PSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Assets Capital Advisers, LLC reported owning PSA?

American Assets Capital Advisers, LLC reported PSA across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported PSA position in American Assets Capital Advisers, LLC's portfolio?

The largest reported portfolio weight for PSA was 1.53% in 2025 Q3.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2025 Q3, when American Assets Capital Advisers, LLC reported 5,027 shares, equal to 1.53% of portfolio, with an estimated market value of $1.5M.

What does the chart on this PSA ownership page compare?

The chart compares American Assets Capital Advisers, LLC's quarterly PSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did American Assets Capital Advisers, LLC time their PSA position?

Based on 13F filing dates vs. subsequent PSA price moves, American Assets Capital Advisers, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PSA relative to SPY over the holding period was -17.7%.

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