Robertson Stephens Wealth Management’s Public Storage PSA Stock Holding History

Robertson Stephens Wealth Management’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	$1.29M	Buy	4,051 +6	+0.1%	+$1.84K	0.03%	274
2026 Q1	$1.1M	Buy	4,045 +12	+0.3%	+$3.44K	0.03%	287
2025 Q4	$1.05M	Hold	4,033	–	–	0.03%	294
2025 Q3	$1.16M	Sell	4,033 -29	-0.7%	-$8.32K	0.04%	234
2025 Q2	$1.19M	Sell	4,062 -13	-0.3%	-$3.85K	0.04%	244
2025 Q1	$1.22M	Buy	4,075 +13	+0.3%	+$3.89K	0.04%	243
2024 Q4	$1.22M	Buy	4,062 +6	+0.1%	+$1.99K	0.04%	240
2024 Q3	$1.48M	Sell	4,056 -45	-1%	-$14.6K	0.05%	234
2024 Q2	$1.18M	Buy	4,101 +2,068	+102%	+$570K	0.06%	203
2024 Q1	$590K	Sell	2,033 -12	-0.6%	-$3.44K	0.03%	317
2023 Q4	$624K	Sell	2,045 -19	-0.9%	-$5.04K	0.04%	274
2023 Q3	$544K	Buy	2,064 +1,089	+112%	+$305K	0.04%	291
2023 Q2	$285K	Sell	975 -189	-16%	-$55.1K	0.02%	363
2023 Q1	$352K	Sell	1,164 -30	-3%	-$8.82K	0.03%	344
2022 Q4	$335K	Sell	1,194 -16	-1%	-$4.67K	0.03%	317
2022 Q3	$354K	Sell	1,210 -7	-0.6%	-$2.28K	0.04%	258
2022 Q2	$380K	Sell	1,217 -31	-2%	-$10.7K	0.04%	270
2022 Q1	$487K	Buy	+1,248	New	+$453K	0.04%	253

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Robertson Stephens Wealth Management's PSA Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Public Storage (PSA) stake by 0.15% in Q2 2026, buying an estimated $1.84K and bringing the position to 4,051 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #274.

Robertson Stephens Wealth Management first reported a position in PSA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.48M in Q3 2024. 447 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Robertson Stephens Wealth Management held 4,051 shares of Public Storage worth $1.29M as of Q2 2026.
Robertson Stephens Wealth Management bought 6 Public Storage shares in Q2 2026, an estimated $1.84K.
Public Storage made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #274 holding.
Robertson Stephens Wealth Management first reported a position in Public Storage in Q1 2022 and has held it in 18 quarters since.
Robertson Stephens Wealth Management's Public Storage position peaked at $1.48M in Q3 2024.
447 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.