Position in PSA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$892,540
+$300,397 QoQ
Shares Held
2,804
+28.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#115
of 358 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 23%
Shared 77%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,527,329 across 9 REIT - Industrial names. PSA ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
110,640 | $5,961,282 | |
| 2 | PLD |
Prologis, Inc.
|
22,724 | $3,078,419 | |
| 3 | CUBE |
CubeSmart
|
24,085 | $957,860 | |
| 4 | PSA |
Public Storage
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|
2,804 | $892,540 | |
| 5 | TRNO |
Terreno Realty Corp
|
9,507 | $615,768 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
9,770 | $598,998 | |
| 7 | EGP |
Eastgroup Properties Inc
|
2,916 | $590,577 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,823 | $488,043 |
All Filings in PSA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,540 | 2,804 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $592,143 | 2,186 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $350,584 | 1,351 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $283,072 | 980 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $370,295 | 1,262 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $359,745 | 1,202 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $268,896 | 898 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $330,757 | 909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $207,394 | 721 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $222,765 | 768 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $213,714 | 811 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $238,388 | 789 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||