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Root Financial Partners’s Public Storage PSA Stock Holding History

Root Financial Partners’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 		$19.5K Buy
72
+58
+414% +$16.6K ﹤0.01% 1334
2025
Q4 		$3.63K Sell
14
-1
-7% -$280 ﹤0.01% 1864
2025
Q3 		$4.33K Buy
+15
New +$4.3K ﹤0.01% 1778

Other funds holding PSA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's PSA Position: Q1 2026 in Review

Root Financial Partners increased its Public Storage (PSA) stake by 414% in Q1 2026, buying an estimated $16.6K and bringing the position to 72 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Root Financial Partners first reported a position in PSA in Q3 2025 and has held it in 3 quarters since. 1,084 funds tracked by Wall St. Rank hold PSA as of Q1 2026.

  • Root Financial Partners held 72 shares of Public Storage worth $19.5K as of Q1 2026.
  • Root Financial Partners bought 58 Public Storage shares in Q1 2026, an estimated $16.6K.
  • Public Storage made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1334 holding.
  • Root Financial Partners first reported a position in Public Storage in Q3 2025 and has held it in 3 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Public Storage as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.