WD Rutherford’s Public Storage PSA Stock Holding History

WD Rutherford’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	$444K	Sell	1,396 -217	-13%	-$66.4K	0.16%	67
2026 Q1	$437K	Sell	1,613 -4,350	-73%	-$1.25M	0.19%	66
2025 Q4	$1.55M	Sell	5,963 -44	-0.7%	-$12.3K	0.65%	48
2025 Q3	$1.74M	Buy	6,007 +76	+1%	+$21.8K	0.74%	45
2025 Q2	$1.74M	Sell	5,931 -141	-2%	-$41.7K	0.8%	45
2025 Q1	$1.75M	Buy	6,072 +121	+2%	+$36.2K	0.93%	40
2024 Q4	$1.78M	Buy	5,951 +1,059	+22%	+$351K	0.85%	44
2024 Q3	$1.78M	Sell	4,892 -28	-0.6%	-$9.09K	0.87%	46
2024 Q2	$1.42M	Buy	4,920 +203	+4%	+$56K	0.71%	48
2024 Q1	$1.37M	Buy	4,717 +3,156	+202%	+$905K	0.71%	46
2023 Q4	$458K	Buy	1,561 +29	+2%	+$7.7K	0.27%	61
2023 Q3	$404K	Buy	+1,532	New	+$429K	0.28%	61
2023 Q1	–	Sell	-637	Closed	-$178K	–	114
2022 Q4	$178K	Hold	637	–	–	0.14%	71
2022 Q3	$187K	Hold	637	–	–	0.15%	75
2022 Q2	$199K	Hold	637	–	–	0.15%	68
2022 Q1	$249K	Hold	637	–	–	0.14%	70
2021 Q4	$239K	Hold	637	–	–	0.12%	75
2021 Q3	$189K	Hold	637	–	–	0.1%	77
2021 Q2	$192K	Hold	637	–	–	0.11%	76
2021 Q1	$157K	Hold	637	–	–	0.1%	80
2020 Q4	$147K	Buy	+637	New	+$146K	0.09%	78

Other funds holding PSA

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

WD Rutherford's PSA Position: Q2 2026 in Review

WD Rutherford reduced its Public Storage (PSA) stake by 13% in Q2 2026, selling an estimated $66.4K and leaving 1,396 shares worth $444K. The position accounts for 0.16% of the portfolio, ranked #67.

WD Rutherford first reported a position in PSA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.78M in Q4 2024. 447 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

WD Rutherford held 1,396 shares of Public Storage worth $444K as of Q2 2026.
WD Rutherford sold 217 Public Storage shares in Q2 2026, an estimated $66.4K.
Public Storage made up 0.16% of WD Rutherford's portfolio in Q2 2026, its #67 holding.
WD Rutherford first reported a position in Public Storage in Q4 2020 and has held it in 21 quarters since.
WD Rutherford's Public Storage position peaked at $1.78M in Q4 2024.
447 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.