Position in PSA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$513,317
+$21,565 QoQ
Shares Held
1,895
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Strategic Financial Services, Inc. holds $513,317 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
1,895 | $513,317 |
All Filings in PSA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,317 | 1,895 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $491,752 | 1,895 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $547,659 | 1,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $556,030 | 1,895 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $567,154 | 1,895 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $567,438 | 1,895 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $689,533 | 1,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $545,096 | 1,895 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $549,663 | 1,895 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $577,975 | 1,895 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $512,546 | 1,945 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $567,706 | 1,945 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $587,662 | 1,945 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $516,950 | 1,845 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $540,234 | 1,845 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $576,876 | 1,845 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $720,066 | 1,845 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $691,063 | 1,845 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $548,149 | 1,845 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $554,773 | 1,845 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $455,272 | 1,845 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $426,065 | 1,845 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $410,918 | 1,845 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $354,037 | 1,845 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $366,435 | 1,845 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||