Rockport Wealth’s Public Storage PSA Stock Holding History

Rockport Wealth’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	$267K	Hold	944	–	–	0.05%	84
2026 Q2	$300K	Hold	944	–	–	0.05%	86
2026 Q1	$256K	Hold	944	–	–	0.05%	86
2025 Q4	$245K	Hold	944	–	–	0.05%	85
2025 Q3	$273K	Hold	944	–	–	0.06%	75
2025 Q2	$277K	Buy	+944	New	+$279K	0.06%	67

Other funds holding PSA

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Rockport Wealth's PSA Position: Q3 2026 in Review

Rockport Wealth held its Public Storage (PSA) position steady in Q3 2026 at 944 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #84.

Rockport Wealth first reported a position in PSA in Q2 2025 and has held it in 6 quarters since. The position peaked at $300K in Q2 2026. 931 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

Rockport Wealth held 944 shares of Public Storage worth $267K as of Q3 2026.
Rockport Wealth left its Public Storage share count unchanged in Q3 2026.
Public Storage made up 0.05% of Rockport Wealth's portfolio in Q3 2026, its #84 holding.
Rockport Wealth first reported a position in Public Storage in Q2 2025 and has held it in 6 quarters since.
Rockport Wealth's Public Storage position peaked at $300K in Q2 2026.
931 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.