Root Financial Partners
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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
Q3 		$11.9K Buy
+42
New +$13.1K ﹤0.01% 1832
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Root Financial Partners's PSA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Public Storage (PSA) in Q3 2026: 42 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PSA as recently as Q1 2026.

Root Financial Partners first reported a position in PSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.5K in Q1 2026. 641 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • Root Financial Partners held 42 shares of Public Storage worth $11.9K as of Q3 2026.
  • Public Storage was a new Root Financial Partners position in Q3 2026.
  • Public Storage made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1832 holding.
  • Root Financial Partners first reported a position in Public Storage in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Public Storage position peaked at $19.5K in Q1 2026.
  • 641 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.