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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
Q2 		– Sell
-72
Closed -$19.5K – 2469
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Root Financial Partners's PSA Position: Q2 2026 in Review

Root Financial Partners sold out of Public Storage (PSA) in Q2 2026, closing a stake of 72 shares — an estimated $19.5K sold.

Root Financial Partners first reported a position in PSA in Q3 2025 and held it in 3 quarters. The position peaked at $19.5K in Q1 2026. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Root Financial Partners reported no remaining Public Storage position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 72 Public Storage shares in Q2 2026, an estimated $19.5K.
  • Root Financial Partners first reported a position in Public Storage in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Public Storage position peaked at $19.5K in Q1 2026.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.