Hoertkorn Richard Charles’s Public Storage PSA Stock Holding History

Hoertkorn Richard Charles’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
2026 Q2	$114K	Hold	357	–	–	0.08%	40
2026 Q1	$96.7K	Hold	357	–	–	0.08%	46
2025 Q4	$92.6K	Hold	357	–	–	0.04%	49
2025 Q3	$103K	Hold	357	–	–	0.04%	49
2025 Q2	$105K	Hold	357	–	–	0.04%	47
2025 Q1	$107K	Hold	357	–	–	0.05%	47
2024 Q4	$107K	Hold	357	–	–	0.04%	48
2024 Q3	$130K	Hold	357	–	–	0.06%	49
2024 Q2	$103K	Hold	357	–	–	0.04%	51
2024 Q1	$104K	Hold	357	–	–	0.04%	50
2023 Q4	$109K	Hold	357	–	–	0.05%	50
2023 Q3	$94.1K	Hold	357	–	–	0.05%	50
2023 Q2	$104K	Hold	357	–	–	0.05%	50
2023 Q1	$108K	Hold	357	–	–	0.06%	50
2022 Q4	$100K	Hold	357	–	–	0.05%	50
2022 Q3	$104K	Hold	357	–	–	0.06%	46
2022 Q2	$112K	Hold	357	–	–	0.06%	47
2022 Q1	$139K	Hold	357	–	–	0.06%	46
2021 Q4	$134K	Hold	357	–	–	0.05%	48
2021 Q3	$106K	Hold	357	–	–	0.05%	51
2021 Q2	$107K	Hold	357	–	–	0.05%	55
2021 Q1	$88K	Hold	357	–	–	0.04%	56
2020 Q4	$82K	Hold	357	–	–	0.05%	58
2020 Q3	$80K	Hold	357	–	–	0.05%	56
2020 Q2	$68K	Hold	357	–	–	0.05%	58
2020 Q1	$71K	Hold	357	–	–	0.06%	58
2019 Q4	$76K	Hold	357	–	–	0.05%	58
2019 Q3	$88K	Hold	357	–	–	0.06%	56
2019 Q2	$85K	Hold	357	–	–	0.06%	56
2019 Q1	$78K	Hold	357	–	–	0.05%	57
2018 Q4	$72K	Hold	357	–	–	0.05%	60
2018 Q3	$72K	Hold	357	–	–	0.04%	63
2018 Q2	$81K	Hold	357	–	–	0.05%	62
2018 Q1	$72K	Hold	357	–	–	0.04%	63
2017 Q4	$75K	Hold	357	–	–	0.04%	63
2017 Q3	$76K	Hold	357	–	–	0.05%	60
2017 Q2	$74K	Hold	357	–	–	0.05%	59
2017 Q1	$78K	Hold	357	–	–	0.05%	61
2016 Q4	$80K	Hold	357	–	–	0.06%	60
2016 Q3	$80K	Hold	357	–	–	0.06%	59
2016 Q2	$91K	Hold	357	–	–	0.07%	61
2016 Q1	$99K	Hold	357	–	–	0.08%	57
2015 Q4	$88K	Hold	357	–	–	0.07%	61
2015 Q3	$76K	Hold	357	–	–	0.06%	64
2015 Q2	$66K	Hold	357	–	–	0.05%	63
2015 Q1	$70K	Hold	357	–	–	0.05%	62
2014 Q4	$66K	Hold	357	–	–	0.05%	63
2014 Q3	$59K	Hold	357	–	–	0.04%	61
2014 Q2	$61K	Hold	357	–	–	0.05%	63
2014 Q1	$60K	Hold	357	–	–	0.05%	63
2013 Q4	$54K	Buy	+357	New	+$57.1K	0.04%	65

Other funds holding PSA

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Hoertkorn Richard Charles's PSA Position: Q2 2026 in Review

Hoertkorn Richard Charles held its Public Storage (PSA) position steady in Q2 2026 at 357 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #40.

Hoertkorn Richard Charles first reported a position in PSA in Q4 2013 and has held it in 51 quarters since. The position peaked at $139K in Q1 2022. 272 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Hoertkorn Richard Charles held 357 shares of Public Storage worth $114K as of Q2 2026.
Hoertkorn Richard Charles left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.08% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #40 holding.
Hoertkorn Richard Charles first reported a position in Public Storage in Q4 2013 and has held it in 51 quarters since.
Hoertkorn Richard Charles's Public Storage position peaked at $139K in Q1 2022.
272 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.