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 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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Rockport Wealth's PSA Position: Q2 2026 in Review

Rockport Wealth held its Public Storage (PSA) position steady in Q2 2026 at 944 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #86.

Rockport Wealth first reported a position in PSA in Q2 2025 and has held it in 5 quarters since. 473 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

Rockport Wealth held 944 shares of Public Storage worth $300K as of Q2 2026.
Rockport Wealth left its Public Storage share count unchanged in Q2 2026.
Public Storage made up 0.05% of Rockport Wealth's portfolio in Q2 2026, its #86 holding.
Rockport Wealth first reported a position in Public Storage in Q2 2025 and has held it in 5 quarters since.
473 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.