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RD Lewis Holdings’s Public Storage PSA Stock Holding History

RD Lewis Holdings’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 		$1.14M Sell
3,511
-15
-0.4% -$4.59K 0.84% 40
2026
Q1 		$1.03M Sell
3,526
-430
-11% -$123K 0.9% 39
2025
Q4 		$1.11M Sell
3,956
-230
-5% -$64.4K 0.94% 37
2025
Q3 		$1.15M Buy
4,186
+272
+7% +$78.1K 1.08% 34
2025
Q2 		$1.11M Buy
3,914
+305
+8% +$90.3K 1.12% 33
2025
Q1 		$1.08M Buy
3,609
+342
+10% +$102K 1.23% 29
2024
Q4 		$989K Buy
+3,267
New +$1.08M 1.09% 32

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RD Lewis Holdings's PSA Position: Q2 2026 in Review

RD Lewis Holdings reduced its Public Storage (PSA) stake by 0.43% in Q2 2026, selling an estimated $4.59K and leaving 3,511 shares worth $1.14M. The position accounts for 0.84% of the portfolio, ranked #40.

RD Lewis Holdings first reported a position in PSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • RD Lewis Holdings held 3,511 shares of Public Storage worth $1.14M as of Q2 2026.
  • RD Lewis Holdings sold 15 Public Storage shares in Q2 2026, an estimated $4.59K.
  • Public Storage made up 0.84% of RD Lewis Holdings's portfolio in Q2 2026, its #40 holding.
  • RD Lewis Holdings first reported a position in Public Storage in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's Public Storage position peaked at $1.15M in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.