PSA — PUBLIC STORAGE

Ownership history in Bison Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Bison 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
0.07% (2022 Q4)
Avg. % of fund
0.04%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 559 -140 -20.0% 0.03% $203K $342.41
2024 Q2 UNCHANGED 699 — 0% 0.03% $203K $268.42
2024 Q1 REDUCED 699 -16 -2.2% 0.03% $203K $267.72
2023 Q4 REDUCED 715 -45 -5.9% 0.04% $218K $278.61
2023 Q2 ADDED 760 +70 +10.1% 0.04% $222K $260.87
2022 Q4 INITIATED 690 — — 0.07% $206K —
% of Fund (quarterly)    PSA price (monthly, adj. close)

Other funds also holding PSA

As of 2025 Q4 — sorted by position size

Soapstone Management L.P. 3Y 7Y 14.34% Masterton Capital Management, LP 3Y 9.4% AEW CAPITAL MANAGEMENT L P 3Y 7Y 6.26% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 4.99% APG Asset Management US Inc. 3Y 7Y 4.49% Adelante Capital Management LLC 3Y 7Y 4.22% Weil Company, Inc. 3Y 7Y 3.71% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.68% B&I Capital AG 3Y 3.6% PRING TURNER CAPITAL GROUP INC 3Y 7Y 3.06%
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