L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 13 May 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 15 listed it in both
Shares listed
18,396,203
combined, among listed positions
Reported value
$5.3bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PSA in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
T. Rowe Price Associates Inc5,432,643$1.6bn0.19%Added+219,39115 May 2024 (the filing on sec.gov)
Wellington Management Group LLP4,001,191$1.2bn0.21%Trimmed-186,12215 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)3,620,554$1.1bn0.07%Added+982,8025 Nov 2026 (the filing on sec.gov)
Invesco Ltd1,211,331$351m0.08%Added+23,28014 May 2024 (the filing on sec.gov)
MFS Investment Management1,038,296$301m0.09%Trimmed-23,42914 May 2024 (the filing on sec.gov)
Capital World Investors949,000$275munder 0.1%Held014 May 2024 (the filing on sec.gov)
AllianceBernstein LP669,101$194m0.07%Added+204,95214 May 2024 (the filing on sec.gov)
Capital Research Global Investors370,233$107munder 0.1%Held014 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC352,779$102m0.08%Trimmed-40,31214 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC178,671$52m0.09%Added+62,42615 May 2024 (the filing on sec.gov)
Man Group PLC172,980$50m0.13%Trimmed-9,40015 May 2024 (the filing on sec.gov)
Artisan Partners LP154,035$45m0.06%Trimmed-4,72113 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC94,734$27munder 0.1%Addedn.a.13 May 2024 (the filing on sec.gov)
Marshall Wace LLP82,904$24munder 0.1%Trimmed-330,73215 May 2024 (the filing on sec.gov)
Verition Fund Management LLC44,487$13m0.09%Added+8,41814 May 2024 (the filing on sec.gov)
Holocene Advisors LP17,999$5.2munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP3,084$895kunder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Caxton Associates LLP2,181$633kunder 0.1%Added+1,03015 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PSA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201316$3.7bnn.a.n.a.
Q3 201313$3.9bnn.a.n.a.
Q4 201314$3.7bnn.a.n.a.
Q1 201413$4.2bnn.a.n.a.
Q2 201415$4.2bnn.a.n.a.
Q3 201418$3.9bnn.a.n.a.
Q4 201421$4.2bnn.a.n.a.
Q1 201518$4.5bnn.a.n.a.
Q2 201518$4.0bnn.a.n.a.
Q3 201515$4.7bnn.a.n.a.
Q4 201513$5.6bnn.a.n.a.
Q1 201613$6.6bnn.a.n.a.
Q2 201622$6.2bnn.a.n.a.
Q3 201617$5.6bnn.a.n.a.
Q4 201614$5.9bnn.a.n.a.
Q1 201716$5.6bnn.a.n.a.
Q2 201714$5.9bnn.a.n.a.
Q3 201714$6.3bnn.a.n.a.
Q4 201716$6.4bnn.a.n.a.
Q1 201814$6.8bnn.a.n.a.
Q2 201813$7.9bnn.a.n.a.
Q3 201815$6.7bnn.a.n.a.
Q4 201818$6.0bnn.a.n.a.
Q1 201918$4.7bnn.a.n.a.
Q2 201916$5.2bnn.a.n.a.
Q3 201922$5.4bnn.a.n.a.
Q4 201920$4.1bnn.a.n.a.
Q1 202017$3.5bnn.a.n.a.
Q2 202020$3.1bnn.a.n.a.
Q3 202015$3.4bnn.a.n.a.
Q4 202022$3.5bnn.a.n.a.
Q1 202117$3.4bnn.a.n.a.
Q2 202118$4.1bnn.a.n.a.
Q3 202120$3.9bnn.a.n.a.
Q4 202121$4.4bnn.a.n.a.
Q1 202224$4.6bnn.a.n.a.
Q2 202226$4.3bnn.a.n.a.
Q3 202227$4.0bnn.a.n.a.
Q4 202222$3.9bnn.a.n.a.
Q1 202319$4.3bnn.a.n.a.
Q2 202317$4.6bnn.a.n.a.
Q3 202314$4.3bnn.a.n.a.
Q4 202317$5.6bn117
Q1 202418$5.3bn106
Q2 202420$5.7bn109
Q3 202420$7.4bn911
Q4 202415$5.7bn810
Q1 202516$4.9bn115
Q2 202517$5.0bn710
Q3 202517$4.5bn79
Q4 202512$3.0bn1221
Q1 202611$4.1bn1116
Q2 202610$4.6bn1316

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PSA and WELL →PSA and EQIX →PSA and PLD →Choose a stock to compare with PSA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PSA, latest filings →Back to the 13F Explorer →