Position in PSA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,470,229
+$1,207,937 QoQ
Shares Held
26,610
-0.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#229
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $8,694,281 across 2 REIT - Industrial names. PSA ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
26,610 | $8,470,229 | |
| 2 | EXR |
Extra Space Storage Inc.
|
1,542 | $224,052 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,470,229 | 26,610 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,262,292 | 26,810 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,966,277 | 26,845 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,898,314 | 27,344 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,275,617 | 28,204 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $8,440,875 | 28,203 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,504,994 | 28,403 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,340,457 | 28,418 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,189,683 | 28,471 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,129,602 | 38,370 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,729,100 | 28,620 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,594,646 | 28,820 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,467,438 | 29,010 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,070,242 | 30,020 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $8,276,812 | 29,540 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $8,891,175 | 30,365 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,494,224 | 30,365 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $11,850,852 | 30,365 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,485,882 | 30,665 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $9,110,571 | 30,665 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $9,160,520 | 30,465 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,616,247 | 30,865 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $7,123,035 | 30,845 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,867,571 | 30,835 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,916,928 | 30,835 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $6,124,139 | 30,835 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||