PSA PUBLIC STORAGE REIT

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  40 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported PUBLIC STORAGE REIT (PSA) in 40 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2024 Q3. The latest visible filing shows PSA at 0.35% 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 ROWLANDMILLER & PARTNERS.ADV's position in PUBLIC STORAGE REIT, 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 Q1

PSA was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% 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
2023 Q4 to 2026 Q1

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 ROWLANDMILLER & PARTNERS.ADV held PSA — position size vs. price
% of Fund (quarterly)    PSA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,336 -62 -1.0% 0.35% $2K 2026-05-15 (Est.) $295.00
2025 Q4 REDUCED 6,398 -340 -5.0% 0.32% $1.7M 2026-02-12 $289.42
2025 Q3 ADDED 6,738 +129 +2.0% 0.38% $1.9M 2025-10-01 $284.61
2025 Q2 REDUCED 6,609 -67 -1.0% 0.40% $1.9M 2025-07-01 $288.87
2025 Q1 REDUCED 6,676 -25 -0.4% 0.42% $2.0M 2025-04-15 $277.18
2024 Q4 REDUCED 6,701 -112 -1.6% 0.42% $2.0M 2025-02-04 $281.87
2024 Q3 ADDED 6,813 +26 +0.4% 0.50% $2.5M 2024-10-23 $319.73
2024 Q2 REDUCED 6,787 -40 -0.6% 0.43% $2.0M 2024-07-29 $282.56
2024 Q1 REDUCED 6,827 -140 -2.0% 0.42% $2.0M 2024-04-08 $265.46
2023 Q4 REDUCED 6,967 -137 -1.9% 0.49% $2.1M 2024-01-03 $276.79
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and PSA

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning PSA?

ROWLANDMILLER & PARTNERS.ADV reported PSA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PSA position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for PSA was 0.50% in 2024 Q3.

What is the latest reported PSA position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 6,336 shares, equal to 0.35% of portfolio, with an estimated market value of $2K.

What does the chart on this PSA ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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.

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