Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$290,298
+$10,750 QoQ
Shares Held
912
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#775
of 1,108 holders
Holding Since
Mar 2026
2 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, 2026Valmark Advisers, Inc. holds $501,224 across 2 REIT - Industrial names. PSA ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
912 | $290,298 | |
| 2 | PLD |
Prologis, Inc.
|
1,557 | $210,926 |
All Filings in PSA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,298 | 912 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $279,548 | 1,032 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||