WD Rutherford
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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
Q3 		$327K Sell
1,157
-239
-17% -$74.8K 0.12% 72
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

WD Rutherford's PSA Position: Q3 2026 in Review

WD Rutherford reduced its Public Storage (PSA) stake by 17% in Q3 2026, selling an estimated $74.8K and leaving 1,157 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #72.

WD Rutherford first reported a position in PSA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.78M in Q4 2024. 440 funds tracked by Wall St. Rank hold PSA as of Q3 2026.

  • WD Rutherford held 1,157 shares of Public Storage worth $327K as of Q3 2026.
  • WD Rutherford sold 239 Public Storage shares in Q3 2026, an estimated $74.8K.
  • Public Storage made up 0.12% of WD Rutherford's portfolio in Q3 2026, its #72 holding.
  • WD Rutherford first reported a position in Public Storage in Q4 2020 and has held it in 22 quarters since.
  • WD Rutherford's Public Storage position peaked at $1.78M in Q4 2024.
  • 440 funds tracked by Wall St. Rank held Public Storage as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.