Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,024,321
+$141,253 QoQ
Shares Held
3,218
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#503
of 1,108 holders
Holding Since
Mar 2021
22 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $1,329,263 across 2 REIT - Industrial names. PSA ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
3,218 | $1,024,321 | |
| 2 | PLD |
Prologis, Inc.
|
2,251 | $304,942 |
All Filings in PSA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,321 | 3,218 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $883,068 | 3,260 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $824,431 | 3,177 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $924,608 | 3,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $891,116 | 3,037 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,139,696 | 3,808 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,139,069 | 3,804 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,466,032 | 4,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,103,713 | 3,837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,096,716 | 3,781 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,164,185 | 3,817 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $993,733 | 3,771 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,102,722 | 3,778 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $462,576 | 1,531 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $287,755 | 1,027 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $327,068 | 1,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,894 | 1,215 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $432,039 | 1,107 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $449,846 | 1,201 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $360,085 | 1,212 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $364,135 | 1,211 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $296,112 | 1,200 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||