Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$628,980
+$17,875 QoQ
Shares Held
1,976
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#601
of 1,108 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $7,698,999 across 7 REIT - Industrial names. PSA ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
41,828 | $5,666,439 | |
| 2 | PSA |
Public Storage
This page
|
1,976 | $628,980 | |
| 3 | EXR |
Extra Space Storage Inc.
|
3,562 | $517,558 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,927 | $390,275 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
4,070 | $249,531 | |
| 6 | CUBE |
CubeSmart
|
6,191 | $246,216 | |
| 7 | NSA |
National Storage Affiliates Trust
|
6,157 | $0 |
All Filings in PSA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,980 | 1,976 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $611,105 | 2,256 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $589,584 | 2,272 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $889,080 | 3,078 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $606,205 | 2,066 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $614,442 | 2,053 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $614,450 | 2,052 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $725,192 | 1,993 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $490,443 | 1,705 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $459,455 | 1,584 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $480,680 | 1,576 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $392,117 | 1,488 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $545,815 | 1,870 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $564,699 | 1,869 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $493,134 | 1,760 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $649,728 | 2,078 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $553,417 | 1,418 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $462,581 | 1,235 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $314,926 | 1,060 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||