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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RD Lewis Holdings's PSA Position: Q1 2026 in Review

RD Lewis Holdings reduced its Public Storage (PSA) stake by 11% in Q1 2026, selling an estimated $123K and leaving 3,526 shares worth $1.03M. The position accounts for 0.9% of the portfolio, ranked #39.

RD Lewis Holdings first reported a position in PSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • RD Lewis Holdings held 3,526 shares of Public Storage worth $1.03M as of Q1 2026.
  • RD Lewis Holdings sold 430 Public Storage shares in Q1 2026, an estimated $123K.
  • Public Storage made up 0.9% of RD Lewis Holdings's portfolio in Q1 2026, its #39 holding.
  • RD Lewis Holdings first reported a position in Public Storage in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Public Storage position peaked at $1.15M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.