Riverview Capital Advisers, LLC PSA — PUBLIC STORAGE OPER CO

Ownership history in Riverview Capital Advisers, LLC  ·  4 quarters on record

AI Ownership Summary

Riverview Capital Advisers, LLC reported PUBLIC STORAGE OPER CO (PSA) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q1. The latest visible filing shows PSA at 0.96% 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.

What this PSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Riverview Capital Advisers, LLC's position in PUBLIC STORAGE OPER CO, 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 Q4

PSA was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 Riverview Capital Advisers, LLC fund profile Riverview Capital Advisers, LLC full holdings
How Riverview Capital Advisers, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.9% +5.5% ❌ 12,206 -1,347 -9.9% 0.96% $3.2M 2026-02-17 $298.96
2025 Q3 REDUCED — — — 13,553 -652 -4.6% 1.13% $3.9M 2025-11-12 $269.41
2025 Q2 REDUCED 20.5% -0.7% ✅ 14,205 -3,662 -20.5% 1.19% $4.2M 2025-08-13 $274.42
2025 Q1 INITIATED — — — 17,867 — — 1.68% $5.3M 2025-05-13 $289.86

🏢 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 Riverview Capital Advisers, 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 Riverview Capital Advisers, LLC reported owning PSA?

Riverview Capital Advisers, LLC reported PSA across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PSA position in Riverview Capital Advisers, LLC's portfolio?

The largest reported portfolio weight for PSA was 1.68% in 2025 Q1.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2025 Q4, when Riverview Capital Advisers, LLC reported 12,206 shares, equal to 0.96% of portfolio, with an estimated market value of $3.2M.

What does the chart on this PSA ownership page compare?

The chart compares Riverview Capital Advisers, 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 Riverview Capital Advisers, LLC time their PSA position?

Based on 13F filing dates vs. subsequent PSA price moves, Riverview Capital Advisers, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PSA relative to SPY over the holding period was -15.5%.

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