Successful Portfolios LLC PSA — PUBLIC STORAGE

Ownership history in Successful Portfolios LLC  ·  17 quarters on record

AI Ownership Summary

Successful Portfolios LLC reported PUBLIC STORAGE (PSA) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows PSA at 0.13% 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 Successful Portfolios LLC's position in PUBLIC STORAGE, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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.

PSA stock page Successful Portfolios LLC fund profile Successful Portfolios LLC full holdings
How Successful Portfolios 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 749 -35 -4.5% 0.13% $216K 2025-10-15 $294.72
2025 Q2 UNCHANGED — — — 784 — 0% 0.14% $230K 2025-07-21 $275.78
2025 Q1 UNCHANGED — — — 784 — 0% 0.16% $235K 2025-04-11 $268.96
2024 Q4 UNCHANGED — — — 784 — 0% 0.16% $235K 2025-01-16 $282.79
2024 Q3 REDUCED — — — 784 -20 -2.5% 0.19% $285K 2024-10-09 $327.44
2024 Q2 UNCHANGED — — — 804 — 0% 0.16% $231K 2024-07-12 $282.40
2024 Q1 UNCHANGED — — — 804 — 0% 0.16% $233K 2024-04-18 $240.23
2023 Q4 UNCHANGED — — — 804 — 0% 0.18% $245K 2024-01-18 $265.79
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSA

As of 2026 Q1 — sorted by position size

Soapstone Management L.P. 3Y 7Y 14.47% B&I Capital AG 3Y 6.85% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 5.19% Masterton Capital Management, LP 3Y 4.93% Weil Company, Inc. 3Y 7Y 4.62% APG Asset Management US Inc. 3Y 7Y 4.46% Pensionfund Sabic 3Y 7Y 3.69% Pensionfund PDN 3Y 7Y 3.66% GSI Capital Advisors LLC 3Y 7Y 3.59% Gillson Capital LP 3Y 7Y 3.4%

FAQ About Successful Portfolios 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 Successful Portfolios LLC reported owning PSA?

Successful Portfolios LLC reported PSA across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PSA position in Successful Portfolios LLC's portfolio?

The largest reported portfolio weight for PSA was 0.19% in 2024 Q3.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2025 Q3, when Successful Portfolios LLC reported 749 shares, equal to 0.13% of portfolio, with an estimated market value of $216K.

What does the chart on this PSA ownership page compare?

The chart compares Successful Portfolios 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 Successful Portfolios LLC time their PSA position?

Based on 13F filing dates vs. subsequent PSA price moves, Successful Portfolios LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on PSA relative to SPY over the holding period was -8.6%.

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