Rothschild Wealth LLC

Position in PSA — Public Storage

CIK 1811345 OAK BROOK, IL

Position in PSA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$274,064

+$34,065 QoQ

Shares Held

861

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#791

of 1,108 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Rothschild Wealth LLC holds $942,703 across 3 REIT - Industrial names. PSA ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	3,324	$450,302
2	PSA	Public Storage This page	861	$274,064
3	CUBE	CubeSmart	5,490	$218,337

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,064	861	-2.8%	Shares	Sole	2026-08-11
2026-03-31	$239,999	886	+4.4%	Shares	Sole	2026-05-06
2025-12-31	$220,315	849	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.