Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PUBLIC STORAGE OPER CO (PSA)

1K + Investors. Track Smart Money conviction in PSA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
44%

Smart Money Signals — PSA

Based on 1036 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
1,036 hedge funds hold PSA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PSA is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

461 buying578 selling
Last quarter: 578 funds reduced or exited vs 461 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new PSA position: 116 → 112 → 106 → 135. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 14% new
737 out of 1,036 hedge funds have held PSA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~135 new funds/quarter

122 → 116 → 112 → 106 → 135 new funds/Q
New funds entering each quarter: 116 → 112 → 106 → 135. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Of 1,054 current holders: 748 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
44 of 1036 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PSA

How many hedge funds hold PSA — quarterly history vs. share price
Quarterly hedge fund ownership of PSA vs. share price

Market Analysis: PSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

115 top-rated funds 3 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: PSA
2026 Q1 Stats Unlock in 14 days 1K + Investors

Track Smart Money conviction in PSA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1054 1053 0.09%
13F Shares 140M 134M 4.78%
Total Value $35.58B $37.66B -5.53%
New Positions 136 109 +27
Increased Positions 348 439 -91
Closed Positions 137 127 +10
Reduced Positions 466 390 +76
Total Calls 14 12 16.67%
Total Puts 12 10 20.0%
PUT/CALL Ratio 0.86 0.83 Neutral

Statistics: PSA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSA. Verified SEC 13F-HR filings.

Top 25 institutional holders of PSA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 B&I Capital AG 6.85% 74,400 $20.2M
2 Weil Company, Inc. 4.62% 76,023 $20.6M
3 Pensionfund Sabic 3.69% 11,313 $3K
4 Pensionfund PDN 3.66% 23,389 $6K
5 Eastover Investment Advisors LLC 2.66% 22,952 $6.2M
6 AEW CAPITAL MANAGEMENT L P 2.18% 111,090 $30.1M
7 MONTRUSCO BOLTON INVESTMENTS INC. 2.06% 518,306 $135.8M
8 Edge Wealth Management LLC 2.04% 44,129 $12.0M
9 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2.01% 14,271 $3.9M
10 Franklin, Parlapiano, Turner & Welch, LLC 1.98% 26,759 $8.3M
11 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.56% 553,190 $149.8M
12 CAMDEN NATIONAL BANK 1.25% 34,094 $9.2M
13 ISTHMUS PARTNERS, LLC 1.24% 43,576 $11.8M
14 Ellsworth Advisors, LLC 1.12% 21,946 $5.9M
15 HEARTLAND ADVISORS INC 1.09% 78,922 $21.4M
16 Stiles Financial Services Inc 1.00% 12,129 $3.3M
17 ARBOR CAPITAL MANAGEMENT INC /ADV 1.00% 4,279 $1.2M
18 Columbus Macro, LLC 0.94% 32,451 $8.8M
19 ADVOCATE GROUP LLC 0.93% 21,872 $5.9M
20 RD Lewis Holdings, Inc. 0.90% 3,526 $1.0M
21 Werlinich Asset Management, LLC 0.87% 6,612 $1.8M
22 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.82% 10,343 $2.8M
23 SHEETS SMITH WEALTH MANAGEMENT 0.82% 26,810 $7.3M
24 Michels Family Financial, LLC 0.66% 3,399 $921K
25 Sawyer & Company, Inc 0.66% 6,301 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PUBLIC STORAGE OPER CO (PSA)

What does the Smart Money Trend signal show for PSA?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PSA?

More sellers than buyers — 44% buying: Last quarter: 578 funds reduced or exited vs 461 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PSA holders?

Elite ownership — 60% AUM from top-100 funds: 44 of 1036 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PSA?

71% of holders stayed for 2+ years: 737 out of 1,036 hedge funds have held PSA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.