Position in PSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$351,732
+$52,410 QoQ
Shares Held
1,105
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#724
of 1,108 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, 2026WHALEROCK POINT PARTNERS, LLC holds $1,113,685 across 2 REIT - Industrial names. PSA ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
|
5,244 | $761,953 | |
| 2 | PSA |
Public Storage
This page
|
1,105 | $351,732 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,732 | 1,105 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $299,322 | 1,105 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $286,747 | 1,105 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $319,179 | 1,105 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $324,229 | 1,105 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $330,715 | 1,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $330,881 | 1,105 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $402,076 | 1,105 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $317,853 | 1,105 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $320,516 | 1,105 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $337,025 | 1,105 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $291,189 | 1,105 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $322,527 | 1,105 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $327,821 | 1,085 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $304,006 | 1,085 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $317,698 | 1,085 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $339,246 | 1,085 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $423,453 | 1,085 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $406,397 | 1,085 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $322,353 | 1,085 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $326,248 | 1,085 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $267,734 | 1,085 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $250,559 | 1,085 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $53,898 | 242 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $208,200 | 1,085 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $215,491 | 1,085 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||