Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,110,915
+$1,601,034 QoQ
Shares Held
19,198
+15.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#274
of 1,118 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, 2026Advisors Asset Management, Inc. holds $21,495,333 across 9 REIT - Industrial names. PSA ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
19,198 | $6,110,915 | |
| 2 | PLD |
Prologis, Inc.
|
38,075 | $5,158,020 | |
| 3 | EGP |
Eastgroup Properties Inc
|
22,917 | $4,641,380 | |
| 4 | IIPR |
Innovative Industrial Properties Inc
|
60,269 | $3,735,472 | |
| 5 | EXR |
Extra Space Storage Inc.
|
10,687 | $1,552,821 | |
| 6 | LXP |
LXP Industrial Trust
|
2,468 | $132,975 | |
| 7 | STAG |
STAG Industrial, Inc.
|
3,122 | $118,823 | |
| 8 | COLD |
Americold Realty Trust
|
2,858 | $44,927 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,110,915 | 19,198 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,509,881 | 16,649 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,721,489 | 14,341 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,089,538 | 14,158 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,056,556 | 10,417 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,421,555 | 8,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,862,346 | 9,559 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,664,534 | 10,071 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,156,958 | 10,975 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,246,061 | 11,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,013,495 | 13,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,827,306 | 10,729 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,223,814 | 11,045 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,561,626 | 11,788 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,265,612 | 15,224 | Shares | Sole | 2026-08-27 | |
| 2022-09-30 | $4,515,130 | 15,420 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,156,240 | 16,491 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,061,438 | 15,531 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,682,824 | 15,172 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,469,275 | 15,043 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,431,569 | 14,738 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,266,855 | 13,239 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,567,248 | 11,117 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,429,429 | 10,908 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,026,934 | 10,563 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,791,064 | 9,018 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||