Position in PSA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,807,494
+$220,049 QoQ
Shares Held
8,820
-7.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#360
of 1,111 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026SIGMA INVESTMENT COUNSELORS INC holds $6,319,147 across 2 REIT - Industrial names. PSA ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
25,922 | $3,511,653 | |
| 2 | PSA |
Public Storage
This page
|
8,820 | $2,807,494 |
All Filings in PSA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,494 | 8,820 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,587,445 | 9,552 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,631,849 | 10,142 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,053,722 | 10,572 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,075,628 | 10,482 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,971,351 | 9,928 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,130,046 | 10,453 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,791,525 | 10,420 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,980,054 | 10,360 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,970,214 | 10,240 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,955,450 | 9,690 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,346,645 | 8,905 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,564,165 | 8,785 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||