Position in PSA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$224,408
+$4,882 QoQ
Shares Held
705
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#848
of 1,108 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $224,408 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
705 | $224,408 |
All Filings in PSA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,408 | 705 | Shares | Sole | 2026-07-28 | |
| 2025-09-30 | $219,526 | 760 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $237,376 | 809 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $272,353 | 910 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $258,716 | 864 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $314,383 | 864 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $249,392 | 867 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $249,741 | 861 | Shares | Sole | 2024-05-03 | |
| 2022-06-30 | $487,139 | 1,558 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $641,230 | 1,643 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $606,038 | 1,618 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $480,707 | 1,618 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $486,516 | 1,618 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||