Rodgers Brothers’s Public Storage PSA Stock Holding History

Rodgers Brothers’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	$1.1M	Buy	4,075 +200	+5%	+$57.3K	0.13%	130
2025 Q4	$1.01M	Sell	3,875 -425	-10%	-$119K	0.12%	130
2025 Q3	$1.24M	Sell	4,300 -300	-7%	-$86.1K	0.15%	127
2025 Q2	$1.35M	Hold	4,600	–	–	0.17%	123
2025 Q1	$1.38M	Buy	4,600 +150	+3%	+$44.9K	0.18%	113
2024 Q4	$1.33M	Buy	+4,450	New	+$1.48M	0.17%	110
2024 Q3	–	Sell	-8,385	Closed	-$2.41M	–	246
2024 Q2	$2.41M	Hold	8,385	–	–	0.33%	87
2024 Q1	$2.43M	Buy	8,385 +5,390	+180%	+$1.55M	0.33%	85
2023 Q4	$913K	Buy	+2,995	New	+$795K	0.14%	125
2019 Q2	–	Sell	-1,151	Closed	-$251K	–	195
2019 Q1	$251K	Buy	1,151 +1	+0.1%	+$209	0.07%	172
2018 Q4	$233K	Sell	1,150 -199	-15%	-$40.6K	0.07%	172
2018 Q3	$272K	Sell	1,349 -124	-8%	-$26.8K	0.08%	172
2018 Q2	$334K	Buy	1,473 +1	+0.1%	+$208	0.1%	153
2018 Q1	$295K	Buy	1,472 +1	+0.1%	+$195	0.1%	156
2017 Q4	$307K	Buy	+1,471	New	+$311K	0.1%	146

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

Rodgers Brothers's PSA Position: Q1 2026 in Review

Rodgers Brothers increased its Public Storage (PSA) stake by 5.2% in Q1 2026, buying an estimated $57.3K and bringing the position to 4,075 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #130.

Rodgers Brothers first reported a position in PSA in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.43M in Q1 2024. 1,083 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

Rodgers Brothers held 4,075 shares of Public Storage worth $1.1M as of Q1 2026.
Rodgers Brothers bought 200 Public Storage shares in Q1 2026, an estimated $57.3K.
Public Storage made up 0.13% of Rodgers Brothers's portfolio in Q1 2026, its #130 holding.
Rodgers Brothers first reported a position in Public Storage in Q4 2017 and has held it in 15 quarters since.
Rodgers Brothers's Public Storage position peaked at $2.43M in Q1 2024.
1,083 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Rodgers Brothers's 13F filing for Q1 2026, filed 14 May 2026.