Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$734,659
+$84,547 QoQ
Shares Held
2,308
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#564
of 1,108 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADV holds $734,659 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
2,308 | $734,659 |
All Filings in PSA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,659 | 2,308 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $650,112 | 2,400 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $570,900 | 2,200 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $451,183 | 1,562 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $403,452 | 1,375 | Shares | Sole | 2026-08-11 | |
| 2025-03-31 | $427,386 | 1,428 | Shares | Sole | 2026-08-11 | |
| 2024-12-31 | $406,938 | 1,359 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $498,865 | 1,371 | Shares | Sole | 2026-08-11 | |
| 2024-06-30 | $405,874 | 1,411 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $400,862 | 1,382 | Shares | Sole | 2026-08-11 | |
| 2023-12-31 | $364,475 | 1,195 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||