Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$985,487
+$63,141 QoQ
Shares Held
3,096
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#507
of 1,111 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $1,759,769 across 2 REIT - Industrial names. PSA ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
3,096 | $985,487 | |
| 2 | CUBE |
CubeSmart
|
19,469 | $774,282 |
All Filings in PSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,487 | 3,096 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $922,346 | 3,405 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $857,647 | 3,305 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||