Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$76,719,076
+$4,435,561 QoQ
Shares Held
241,020
-9.7% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#68
of 1,108 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BAMCO INC /NY/ holds $216,112,401 across 6 REIT - Industrial names. PSA ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
790,347 | $107,068,308 | |
| 2 | PSA |
Public Storage
This page
|
241,020 | $76,719,076 | |
| 3 | EGP |
Eastgroup Properties Inc
|
67,985 | $13,769,002 | |
| 4 | CUBE |
CubeSmart
|
233,813 | $9,298,743 | |
| 5 | EXR |
Extra Space Storage Inc.
|
33,611 | $4,883,678 | |
| 6 | TRNO |
Terreno Realty Corp
|
67,525 | $4,373,594 |
All Filings in PSA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,719,076 | 241,020 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $72,283,515 | 266,847 | Shares | Defined | 2026-05-15 | |
| 2024-09-30 | $363 | 1 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,668,370 | 5,800 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,188,049 | 10,991 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,578,755 | 18,291 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,174,447 | 68,968 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $43,971,430 | 150,649 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $54,560,139 | 180,579 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $41,899,052 | 149,538 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $41,351,799 | 141,224 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,118,186 | 160,291 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $53,761,850 | 137,752 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,077,685 | 18,896 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,443,724 | 14,957 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,319,522 | 7,714 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $584,574 | 2,369 | Shares | Defined | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||