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Rothschild Investment LLC’s Public Storage PSA Stock Holding History

Rothschild Investment LLC’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 		$7.55M Buy
23,726
+208
+0.9% +$63.6K 0.28% 75
2026
Q1 		$6.37M Sell
23,518
-8
-0% -$2.29K 0.33% 74
2025
Q4 		$6.1M Sell
23,526
-1,962
-8% -$549K 0.34% 74
2025
Q3 		$7.36M Buy
25,488
+1,289
+5% +$370K 0.42% 58
2025
Q2 		$7.1M Sell
24,199
-667
-3% -$197K 0.44% 55
2025
Q1 		$7.44M Sell
24,866
-102
-0.4% -$30.5K 0.5% 56
2024
Q4 		$7.48M Sell
24,968
-453
-2% -$150K 0.49% 54
2024
Q3 		$9.25M Sell
25,421
-420
-2% -$136K 0.61% 41
2024
Q2 		$7.43M Sell
25,841
-377
-1% -$104K 0.52% 50
2024
Q1 		$7.6M Sell
26,218
-27
-0.1% -$7.74K 0.55% 49
2023
Q4 		$8M Sell
26,245
-155
-0.6% -$41.1K 0.67% 41
2023
Q3 		$6.96M Sell
26,400
-352
-1% -$98.7K 0.59% 48
2023
Q2 		$7.81M Buy
26,752
+348
+1% +$101K 0.65% 40
2023
Q1 		$7.98M Sell
26,404
-99
-0.4% -$29.1K 0.7% 39
2022
Q4 		$7.43M Buy
26,503
+1
+0% +$292 0.68% 39
2022
Q3 		$7.76M Sell
26,502
-800
-3% -$260K 0.77% 35
2022
Q2 		$8.54M Sell
27,302
-385
-1% -$133K 0.79% 38
2022
Q1 		$10.8M Sell
27,687
-4,765
-15% -$1.73M 0.85% 30
2021
Q4 		$12.2M Sell
32,452
-1,916
-6% -$640K 0.94% 26
2021
Q3 		$10.2M Sell
34,368
-127
-0.4% -$39.9K 0.86% 30
2021
Q2 		$10.4M Sell
34,495
-2,025
-6% -$568K 0.83% 29
2021
Q1 		$9.01M Sell
36,520
-575
-2% -$134K 0.78% 30
2020
Q4 		$8.57M Sell
37,095
-1,075
-3% -$246K 0.83% 31
2020
Q3 		$8.5M Buy
38,170
+3,525
+10% +$720K 0.93% 23
2020
Q2 		$6.65M Sell
34,645
-50
-0.1% -$9.65K 0.8% 33
2020
Q1 		$6.89M Buy
34,695
+500
+1% +$107K 0.9% 27
2019
Q4 		$7.28M Buy
34,195
+900
+3% +$200K 0.72% 38
2019
Q3 		$8.17M Sell
33,295
-550
-2% -$138K 0.95% 28
2019
Q2 		$8.06M Sell
33,845
-1,300
-4% -$298K 0.95% 29
2019
Q1 		$7.65M Sell
35,145
-75
-0.2% -$15.7K 0.9% 34
2018
Q4 		$7.13M Buy
35,220
+75
+0.2% +$15.3K 0.95% 28
2018
Q3 		$7.09M Buy
+35,145
New +$7.59M 0.84% 34

Other funds holding PSA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Rothschild Investment LLC's PSA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Public Storage (PSA) stake by 0.88% in Q2 2026, buying an estimated $63.6K and bringing the position to 23,726 shares worth $7.55M. The position accounts for 0.28% of the portfolio, ranked #75.

Rothschild Investment LLC first reported a position in PSA in Q3 2018 and has held it in 32 quarters since. The position peaked at $12.2M in Q4 2021. 556 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Rothschild Investment LLC held 23,726 shares of Public Storage worth $7.55M as of Q2 2026.
  • Rothschild Investment LLC bought 208 Public Storage shares in Q2 2026, an estimated $63.6K.
  • Public Storage made up 0.28% of Rothschild Investment LLC's portfolio in Q2 2026, its #75 holding.
  • Rothschild Investment LLC first reported a position in Public Storage in Q3 2018 and has held it in 32 quarters since.
  • Rothschild Investment LLC's Public Storage position peaked at $12.2M in Q4 2021.
  • 556 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.