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Matthew Hamilton Rosenberg’s Public Storage PSA Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$106K Sell
374
-41
-10% -$12.8K 0.02% 340
2026
Q2 		$132K Buy
415
+88
+27% +$26.9K 0.02% 306
2026
Q1 		$88.6K Hold
327
– – 0.02% 344
2025
Q4 		$84.9K Sell
327
-89
-21% -$24.9K 0.02% 352
2025
Q3 		$120K Hold
416
– – 0.03% 296
2025
Q2 		$122K Buy
416
+36
+9% +$10.7K 0.03% 289
2025
Q1 		$114K Buy
380
+12
+3% +$3.59K 0.03% 285
2024
Q4 		$110K Buy
368
+41
+13% +$13.6K 0.03% 296
2024
Q3 		$119K Buy
327
+16
+5% +$5.19K 0.03% 284
2024
Q2 		$88.1K Sell
311
-18
-5% -$4.96K 0.03% 323
2024
Q1 		$94.3K Hold
329
– – 0.03% 320
2023
Q4 		$100K Sell
329
-13
-4% -$3.45K 0.03% 307
2023
Q3 		$90.1K Buy
342
+18
+6% +$5.05K 0.03% 303
2023
Q2 		$94.6K Hold
324
– – 0.03% 309
2023
Q1 		$97.9K Hold
324
– – 0.03% 322
2022
Q4 		$90.8K Hold
324
– – 0.03% 328
2022
Q3 		$95K Buy
324
+2
+0.6% +$651 0.04% 300
2022
Q2 		$102K Buy
322
+13
+4% +$4.5K 0.04% 295
2022
Q1 		$121K Hold
309
– – 0.04% 278
2021
Q4 		$116K Hold
309
– – 0.04% 269
2021
Q3 		$92K Hold
309
– – 0.04% 298
2021
Q2 		$93K Hold
309
– – 0.05% 269
2021
Q1 		$76K Buy
309
+41
+15% +$9.55K 0.04% 295
2020
Q4 		$62K Sell
268
-67
-20% -$15.4K 0.04% 303
2020
Q3 		$75K Sell
335
-32
-9% -$6.54K 0.06% 251
2020
Q2 		$70K Buy
367
+85
+30% +$16.4K 0.06% 254
2020
Q1 		$57K Buy
+282
New +$60.4K 0.06% 237

Other funds holding PSA

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Matthew Hamilton Rosenberg's PSA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Public Storage (PSA) stake by 9.9% in Q3 2026, selling an estimated $12.8K and leaving 374 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #340.

Matthew Hamilton Rosenberg first reported a position in PSA in Q1 2020 and has held it in 27 quarters since. The position peaked at $132K in Q2 2026. 32 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Matthew Hamilton Rosenberg held 374 shares of Public Storage worth $106K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 41 Public Storage shares in Q3 2026, an estimated $12.8K.
  • Public Storage made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #340 holding.
  • Matthew Hamilton Rosenberg first reported a position in Public Storage in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Public Storage position peaked at $132K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.