PSA β€” PUBLIC STORAGE OPER CO

Ownership history in Arjuna Capital  Β·  5 quarters on record

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

πŸ” Peak position
1.24% (2024 Q3)
πŸ“Š Avg. % of fund
1.0%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

Arjuna Capital Γ— PSA AI Analytics

πŸ“‰ Arjuna Capital underperformed the S&P 500 by –34.6% annually on this PSA position. Timing score: 50% (2/4 decisions correct). Average cost basis: $342.41. Maximum drawdown during holding period: –17.4%.

πŸ“ˆ Position Alpha vs SPY
-34.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 34.6% ann.
4 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct

πŸ’° Entry Quality
$342.41
-17.4% vs current ($282.82)

Best entry: $342.41 (2024 Q3)  Β·  Worst: $342.41 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–17.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
20%
buy-side decisions

1 add Β· 4 trims. Bought during 0 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.83% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PSA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,531 -2 -0.0% 0.83% $3.3M $282.82
2025 Q2 REDUCED 11,533 -567 -4.7% 0.89% $3.4M $284.35
2025 Q1 REDUCED 12,100 -1,009 -7.7% 1.00% $3.6M $287.14
2024 Q4 REDUCED 13,109 -29 -0.2% 1.04% $3.9M $284.44
2024 Q3 INITIATED 13,138 β€” β€” 1.24% $4.8M $342.41
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