Position in PSA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,676,103
+$742,837 QoQ
Shares Held
17,832
-2.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#278
of 1,108 holders
Holding Since
Jun 2025
5 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, 2026Baker Ellis Asset Management LLC holds $6,776,254 across 2 REIT - Industrial names. PSA ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
17,832 | $5,676,103 | |
| 2 | PLD |
Prologis, Inc.
|
8,121 | $1,100,151 |
All Filings in PSA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676,103 | 17,832 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,933,266 | 18,212 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,583,289 | 17,662 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,000,282 | 17,311 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,730,810 | 16,123 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||