WD RUTHERFORD LLC

Position in PSA — Public Storage

CIK 1841015 PORTLAND, OR

Position in PSA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$444,360

+$7,431 QoQ

Shares Held

1,396

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#672

of 1,108 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WD RUTHERFORD LLC holds $444,360 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	1,396	$444,360

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,360	1,396	-13.5%	Shares	Sole	2026-07-20
2026-03-31	$436,929	1,613	-72.9%	Shares	Sole	2026-04-24
2025-12-31	$1,547,398	5,963	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$1,735,121	6,007	+1.3%	Shares	Sole	2025-10-23
2025-06-30	$1,740,274	5,931	-2.3%	Shares	Sole	2025-07-17
2025-03-31	$1,817,288	6,072	+2.0%	Shares	Sole	2025-04-17
2024-12-31	$1,781,967	5,951	+21.6%	Shares	Sole	2025-01-30
2024-09-30	$1,780,052	4,892	-0.6%	Shares	Sole	2024-10-25
2024-06-30	$1,415,238	4,920	+4.3%	Shares	Sole	2024-07-25
2024-03-31	$1,368,213	4,717	+202.2%	Shares	Sole	2024-04-16
2023-12-31	$476,105	1,561	+1.9%	Shares	Sole	2024-02-02
2023-09-30	$403,712	1,532	+140.5%	Shares	Sole	2023-10-24
2022-12-31	$178,481	637	0.0%	Shares	Sole	2023-01-30
2022-09-30	$186,519	637	0.0%	Shares	Sole	2022-11-03
2022-06-30	$199,170	637	0.0%	Shares	Sole	2022-07-25
2022-03-31	$248,608	637	0.0%	Shares	Sole	2022-05-10
2021-12-31	$238,594	637	0.0%	Shares	Sole	2022-01-28
2021-09-30	$189,252	637	0.0%	Shares	Sole	2021-11-01
2021-06-30	$191,539	637	0.0%	Shares	Sole	2021-07-19
2021-03-31	$157,186	637	0.0%	Shares	Sole	2021-05-07
2020-12-31	$147,102	637	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.