Red Tortoise LLC’s Public Storage PSA Stock Holding History

Red Tortoise LLC’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	$3.52K	Hold	13	–	–	﹤0.01%	439
2025 Q4	$3.37K	Hold	13	–	–	﹤0.01%	451
2025 Q3	$3.75K	Hold	13	–	–	﹤0.01%	434
2025 Q2	$3.81K	Hold	13	–	–	﹤0.01%	407
2025 Q1	$3.89K	Hold	13	–	–	﹤0.01%	387
2024 Q4	$3.89K	Hold	13	–	–	﹤0.01%	400
2024 Q3	$4.73K	Hold	13	–	–	﹤0.01%	364
2024 Q2	$3.74K	Hold	13	–	–	﹤0.01%	392
2024 Q1	$3.77K	Hold	13	–	–	﹤0.01%	391
2023 Q4	$3.96K	Buy	+13	New	+$3.45K	﹤0.01%	333

Other funds holding PSA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Tortoise LLC's PSA Position: Q1 2026 in Review

Red Tortoise LLC held its Public Storage (PSA) position steady in Q1 2026 at 13 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Red Tortoise LLC first reported a position in PSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.73K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Red Tortoise LLC held 13 shares of Public Storage worth $3.52K as of Q1 2026.
Red Tortoise LLC left its Public Storage share count unchanged in Q1 2026.
Public Storage made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #439 holding.
Red Tortoise LLC first reported a position in Public Storage in Q4 2023 and has held it in 10 quarters since.
Red Tortoise LLC's Public Storage position peaked at $4.73K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.