Position in PSA
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$8,249,958
+$1,229,291 QoQ
Shares Held
25,918
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#232
of 1,111 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $8,471,831 across 2 REIT - Industrial names. PSA ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
25,918 | $8,249,958 | |
| 2 | EXR |
Extra Space Storage Inc.
|
1,527 | $221,873 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,249,958 | 25,918 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $7,020,667 | 25,918 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,725,721 | 25,918 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,598,199 | 26,305 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,718,413 | 26,305 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,873,122 | 26,306 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,877,068 | 26,306 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,702,957 | 26,666 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,670,474 | 26,666 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,734,739 | 26,666 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $8,133,130 | 26,666 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,041,781 | 26,722 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,799,325 | 26,721 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,073,482 | 26,721 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $7,486,956 | 26,721 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,411,260 | 28,726 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,981,758 | 28,726 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,282,994 | 28,910 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,875,349 | 29,035 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,552,023 | 28,785 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,655,361 | 28,785 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,102,986 | 28,785 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,647,320 | 28,785 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,410,995 | 28,785 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,489,972 | 28,610 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,682,232 | 28,610 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||