Position in PSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,595,441
+$625,695 QoQ
Shares Held
14,437
-1.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#299
of 1,091 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $86,754,830 across 9 REIT - Industrial names. PSA ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
527,492 | $71,459,341 | |
| 2 | PSA |
Public Storage
This page
|
14,437 | $4,595,441 | |
| 3 | COLD |
Americold Realty Trust
|
234,646 | $3,688,635 | |
| 4 | CUBE |
CubeSmart
|
62,526 | $2,486,659 | |
| 5 | LXP |
LXP Industrial Trust
|
36,024 | $1,940,973 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
136,600 | $1,211,642 | |
| 7 | EXR |
Extra Space Storage Inc.
|
5,223 | $758,901 | |
| 8 | EGP |
Eastgroup Properties Inc
|
1,536 | $311,086 |
All Filings in PSA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,595,441 | 14,437 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,969,746 | 14,655 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,827,106 | 14,748 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,335,349 | 15,009 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,907,792 | 9,910 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,989,308 | 9,988 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,785,390 | 9,302 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,337,779 | 9,173 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,566,125 | 8,921 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,661,590 | 9,176 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,550,410 | 8,362 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,209,088 | 8,383 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,786,013 | 6,119 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,713,738 | 5,672 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $397,869 | 1,420 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $439,507 | 1,501 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $524,034 | 1,676 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $663,866 | 1,701 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $647,614 | 1,729 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $315,817 | 1,063 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $288,061 | 958 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $271,189 | 1,099 | Shares | Sole | 2021-05-07 | |
| 2020-03-31 | $222,840 | 1,122 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||