Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$49,087,540
+$10,876,124 QoQ
Shares Held
154,213
+9.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#79
of 1,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. PSA ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
This page
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,087,540 | 154,213 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,211,416 | 141,064 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,158,617 | 135,486 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,391,925 | 119,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,671,461 | 107,939 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,921,961 | 93,294 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,456,721 | 88,354 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $26,588,344 | 73,071 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,569,949 | 61,081 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $18,344,264 | 63,243 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $19,201,275 | 62,955 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,131,640 | 61,216 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,557,419 | 67,005 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,158,530 | 56,790 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,156,876 | 57,664 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,092,066 | 48,127 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,463,257 | 43,059 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,162,830 | 56,787 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,265,344 | 59,444 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,988,772 | 57,182 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,156,374 | 53,731 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,430,663 | 46,323 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,256,913 | 48,746 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,135,764 | 45,509 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,607,801 | 44,858 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,194,648 | 41,260 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||