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UBS O'Connor’s Public Storage PSA Stock Holding History

UBS O'Connor’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,873
Closed -$2.14M – 544
2024
Q3 		$2.14M Sell
5,873
-5,366
-48% -$1.74M 0.05% 160
2024
Q2 		$3.23M Buy
+11,239
New +$3.1M 0.09% 143
2024
Q1 		– Sell
-2,225
Closed -$679K – 584
2023
Q4 		$679K Sell
2,225
-15,420
-87% -$4.09M 0.02% 318
2023
Q3 		$4.65M Sell
17,645
-8,623
-33% -$2.42M 0.08% 135
2023
Q2 		$7.67M Buy
26,268
+2,266
+9% +$660K 0.16% 83
2023
Q1 		$7.25M Buy
24,002
+13,528
+129% +$3.98M 0.17% 80
2022
Q4 		$2.94M Sell
10,474
-40,840
-80% -$11.9M 0.05% 316
2022
Q3 		$15M Buy
51,314
+14,961
+41% +$4.87M 0.17% 72
2022
Q2 		$11.4M Buy
36,353
+32,553
+857% +$11.3M 0.12% 88
2022
Q1 		$1.48M Sell
3,800
-550
-13% -$200K 0.02% 638
2021
Q4 		$1.63M Buy
+4,350
New +$1.45M 0.02% 605
2021
Q3 		– Sell
-5,200
Closed -$1.56M – 974
2021
Q2 		$1.56M Buy
+5,200
New +$1.46M 0.01% 515
2020
Q2 		– Sell
-5,300
Closed -$1.05M – 421
2020
Q1 		$1.05M Buy
+5,300
New +$1.14M 0.02% 215
2019
Q1 		– Sell
-17,100
Closed -$3.46M – 268
2018
Q4 		$3.46M Buy
+17,100
New +$3.49M 0.12% 98
2018
Q2 		– Sell
-3,137
Closed -$629K – 341
2018
Q1 		$629K Buy
+3,137
New +$611K 0.01% 257
2015
Q3 		– Sell
-3,168
Closed -$584K – 710
2015
Q2 		$584K Buy
+3,168
New +$608K ﹤0.01% 683
2013
Q4 		– Sell
-12,996
Closed -$2.09M – 481
2013
Q3 		$2.09M Sell
12,996
-28,926
-69% -$4.58M 0.04% 270
2013
Q2 		$6.43M Buy
+41,922
New +$6.61M 0.12% 210

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS O'Connor's PSA Position: Q4 2024 in Review

UBS O'Connor sold out of Public Storage (PSA) in Q4 2024, closing a stake of 5,873 shares — an estimated $2.14M sold.

UBS O'Connor first reported a position in PSA in Q2 2013 and held it in 18 quarters. The position peaked at $15M in Q3 2022. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • UBS O'Connor reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 5,873 Public Storage shares in Q4 2024, an estimated $2.14M.
  • UBS O'Connor first reported a position in Public Storage in Q2 2013 and held it in 18 quarters.
  • UBS O'Connor's Public Storage position peaked at $15M in Q3 2022.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.