Position in PSA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$76,011,154
+$24,032,262 QoQ
Shares Held
238,796
+24.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#70
of 1,111 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $724,694,375 across 15 REIT - Industrial names. PSA ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,734,005 | $505,845,657 | |
| 2 | PSA |
Public Storage
This page
|
238,796 | $76,011,154 | |
| 3 | EGP |
Eastgroup Properties Inc
|
156,491 | $31,694,122 | |
| 4 | EXR |
Extra Space Storage Inc.
|
152,781 | $22,199,079 | |
| 5 | TRNO |
Terreno Realty Corp
|
300,248 | $19,447,062 | |
| 6 | STAG |
STAG Industrial, Inc.
|
460,037 | $17,509,008 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
276,179 | $16,932,534 | |
| 8 | COLD |
Americold Realty Trust
|
763,445 | $12,001,355 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,011,154 | 238,796 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $51,978,892 | 191,889 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $44,685,121 | 172,197 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $49,125,297 | 170,072 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $49,286,931 | 167,974 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $48,982,399 | 163,662 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $50,219,980 | 167,713 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $66,107,173 | 181,678 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $46,310,787 | 160,997 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $42,886,821 | 147,855 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $43,148,655 | 141,471 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,287,172 | 133,907 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,198,723 | 113,741 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,916,578 | 780,897 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,599,000 | 87,794 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $23,914,963 | 81,674 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $23,540,611 | 75,289 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $30,434,034 | 77,980 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $33,871,460 | 90,430 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $23,480,704 | 79,033 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $21,655,393 | 72,019 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $13,283,090 | 53,830 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,105,958 | 43,762 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,071,175 | 45,219 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,255,552 | 37,811 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,835,560 | 34,417 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||