West Coast Financial LLC PSA — PUBLIC STORAGE COM

Ownership history in West Coast Financial LLC  ·  37 quarters on record

AI Ownership Summary

West Coast Financial LLC reported PUBLIC STORAGE COM (PSA) in 37 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.84% in 2023 Q4. The latest visible filing shows PSA at 0.99% 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 West Coast Financial LLC's position in PUBLIC STORAGE COM, 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 Q2

PSA was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2023 Q4

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 Q2

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 West Coast Financial LLC fund profile West Coast Financial LLC full holdings
How West Coast Financial 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 Q2 UNCHANGED — — — 28,975 — 0% 0.99% $8.7M 2025-08-14 (Est.) $272.20
2025 Q1 REDUCED — — — 28,975 -690 -2.3% 0.99% $8.7M 2025-04-11 $268.96
2024 Q4 REDUCED 31.0% +0.9% ❌ 29,665 -13,351 -31.0% 0.98% $8.9M 2025-01-15 $275.94
2024 Q3 ADDED — — — 43,016 +217 +0.5% 1.72% $15.7M 2024-10-09 $327.44
2024 Q2 ADDED — — — 42,799 +246 +0.6% 1.46% $12.3M 2024-07-22 $284.07
2024 Q1 REDUCED 7.2% -1.3% ✅ 42,553 -3,315 -7.2% 1.50% $12.3M 2024-04-12 $251.18
2023 Q4 ADDED — — — 45,868 +23,060 +101.1% 1.84% $14.0M 2024-01-11 $265.23
30 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

Weil Company, Inc. 3Y 7Y 4.62% Pensionfund Sabic 3Y 7Y 3.69% Pensionfund PDN 3Y 7Y 3.66% Eastover Investment Advisors LLC 3Y 7Y 2.66% AEW CAPITAL MANAGEMENT L P 3Y 7Y 2.18% MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 2.06% Edge Wealth Management LLC 3Y 7Y 2.04% Franklin, Parlapiano, Turner & Welch, LLC 3Y 7Y 1.98% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 1.56% ISTHMUS PARTNERS, LLC 3Y 7Y 1.24%

FAQ About West Coast Financial 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 West Coast Financial LLC reported owning PSA?

West Coast Financial LLC reported PSA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported PSA position in West Coast Financial LLC's portfolio?

The largest reported portfolio weight for PSA was 1.84% in 2023 Q4.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2025 Q2, when West Coast Financial LLC reported 28,975 shares, equal to 0.99% of portfolio, with an estimated market value of $8.7M.

What does the chart on this PSA ownership page compare?

The chart compares West Coast Financial 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 West Coast Financial LLC time their PSA position?

Based on 13F filing dates vs. subsequent PSA price moves, West Coast Financial LLC correctly timed 15 out of 33 reported position changes (45%).

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