Position in PSA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,646,442
+$1,048,347 QoQ
Shares Held
24,022
-1.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#240
of 1,108 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $7,780,421 across 2 REIT - Industrial names. PSA ranks #1 (98.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
24,022 | $7,646,442 | |
| 2 | PLD |
Prologis, Inc.
|
989 | $133,979 |
All Filings in PSA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,646,442 | 24,022 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,598,095 | 24,358 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,133,801 | 23,637 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,139,216 | 24,716 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $7,273,881 | 24,790 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,513,376 | 25,104 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $7,468,931 | 24,943 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $8,926,821 | 24,533 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $6,879,149 | 23,915 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $7,031,634 | 24,242 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $7,173,600 | 23,520 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $5,202,147 | 19,741 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $5,022,086 | 17,206 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $5,355,430 | 17,725 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $5,059,109 | 18,056 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $5,314,500 | 18,150 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $5,727,488 | 18,318 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $7,046,505 | 18,055 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,654,806 | 17,767 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,215,293 | 17,554 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $4,192,698 | 16,991 | Shares | Defined | 2021-06-09 | |
| 2020-12-31 | $3,682,409 | 15,946 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,192,022 | 14,332 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,661,897 | 13,872 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,564,848 | 12,914 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||