Robertson Stephens Wealth Management, LLC

Position in PSA — Public Storage

CIK 1767307 San Francisco, CA

Position in PSA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,289,473

+$193,764 QoQ

Shares Held

4,051

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#459

of 1,108 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,289,473 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	4,051	$1,289,473

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,289,473	4,051	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$1,095,709	4,045	+0.3%	Shares	Sole	2026-04-28
2025-12-31	$1,046,563	4,033	0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,164,932	4,033	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$1,191,872	4,062	-0.3%	Shares	Sole	2025-07-24
2025-03-31	$1,219,606	4,075	+0.3%	Shares	Sole	2025-04-17
2024-12-31	$1,216,325	4,062	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$1,475,856	4,056	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$1,179,652	4,101	+101.7%	Shares	Sole	2024-08-13
2024-03-31	$589,691	2,033	-0.6%	Shares	Sole	2024-05-15
2023-12-31	$623,725	2,045	-0.9%	Shares	Sole	2024-02-06
2023-09-30	$543,905	2,064	+111.7%	Shares	Sole	2023-11-13
2023-06-30	$284,583	975	-16.2%	Shares	Sole	2023-08-11
2023-03-31	$351,690	1,164	-2.5%	Shares	Sole	2023-05-11
2022-12-31	$334,546	1,194	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$354,300	1,210	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$380,519	1,217	-2.5%	Shares	Sole	2022-08-12
2022-03-31	$487,069	1,248	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.