Position in PSA
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$42,971
+$6,403 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#961
of 1,108 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Derivatives in PSA
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$630,604
PutShares
2,107
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Fulcrum Asset Management LLP holds $5,861,439 across 13 REIT - Industrial names. PSA ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
38,983 | $5,281,027 | |
| 2 | FR |
First Industrial Realty Trust Inc
|
1,531 | $93,865 | |
| 3 | EGP |
Eastgroup Properties Inc
|
434 | $87,898 | |
| 4 | TRNO |
Terreno Realty Corp
|
1,346 | $87,180 | |
| 5 | STAG |
STAG Industrial, Inc.
|
1,968 | $74,902 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
1,046 | $64,831 | |
| 7 | EXR |
Extra Space Storage Inc.
|
382 | $55,504 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
1,370 | $45,895 |
All Filings in PSA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,971 | 135 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $36,568 | 135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $550,399 | 2,121 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $629,693 | 2,180 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $656,673 | 2,238 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $630,604 | 2,107 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||