Rosenberg Matthew Hamilton PSA — PUBLIC STORAGE

Ownership history in Rosenberg Matthew Hamilton  ·  27 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported PUBLIC STORAGE (PSA) in 27 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows PSA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton's position in PUBLIC STORAGE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PSA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rosenberg Matthew Hamilton held PSA — position size vs. price
% of Fund (quarterly)    PSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 374 -41 -9.9% 0.02% $106K 2026-10-05 $281.66
2026 Q2 ADDED — — — 415 +88 +26.9% 0.02% $132K 2026-07-17 $314.81
2026 Q1 UNCHANGED — — — 327 — 0% 0.02% $89K 2026-04-07 $273.86
2025 Q4 REDUCED 21.4% +5.5% ❌ 327 -89 -21.4% 0.02% $85K 2026-01-05 $253.30
2025 Q3 UNCHANGED — — — 416 — 0% 0.03% $120K 2025-11-10 $261.94
2025 Q2 ADDED — — — 416 +36 +9.5% 0.03% $122K 2025-07-28 $271.81
2025 Q1 ADDED — — — 380 +12 +3.3% 0.03% $114K 2025-04-28 $274.85
2024 Q4 ADDED — — — 368 +41 +12.5% 0.03% $110K 2025-01-14 $270.15
2024 Q3 ADDED — — — 327 +16 +5.1% 0.03% $119K 2024-10-28 $310.65
2024 Q2 REDUCED 5.5% +27.6% ❌ 311 -18 -5.5% 0.03% $88K 2024-07-26 $275.23
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Rosenberg Matthew Hamilton and PSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rosenberg Matthew Hamilton reported owning PSA?

Rosenberg Matthew Hamilton reported PSA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PSA position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for PSA was 0.03% in 2024 Q3.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2026 Q3, when Rosenberg Matthew Hamilton reported 374 shares, equal to 0.02% of portfolio, with an estimated market value of $106K.

What does the chart on this PSA ownership page compare?

The chart compares Rosenberg Matthew Hamilton's quarterly PSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rosenberg Matthew Hamilton time their PSA position?

Based on 13F filing dates vs. subsequent PSA price moves, Rosenberg Matthew Hamilton correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on PSA relative to SPY over the holding period was +111.2%.

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