Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,334,238
+$2,466,432 QoQ
Shares Held
16,758
+58.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#283
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026Bragg Financial Advisors, Inc holds $15,409,412 across 2 REIT - Industrial names. PSA ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
74,372 | $10,075,174 | |
| 2 | PSA |
Public Storage
This page
|
16,758 | $5,334,238 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,334,238 | 16,758 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,867,806 | 10,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $557,925 | 2,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $639,802 | 2,215 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $678,093 | 2,311 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $838,311 | 2,801 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $838,731 | 2,801 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,079,602 | 2,967 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $896,317 | 3,116 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,041,315 | 3,590 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,138,565 | 3,733 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,060,931 | 4,026 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,156,720 | 3,963 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,228,803 | 4,067 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,159,426 | 4,138 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,066,999 | 3,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,158,755 | 3,706 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,443,645 | 3,699 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,563,413 | 4,174 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,240,095 | 4,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,283,946 | 4,270 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,150,888 | 4,664 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,142,179 | 4,946 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,211,596 | 5,440 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,674,048 | 8,724 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,424,432 | 12,207 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||