Position in PSA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,425,073
+$208,822 QoQ
Shares Held
4,477
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#444
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. PSA ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
This page
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
|
12,499 | $196,484 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,425,073 | 4,477 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,216,251 | 4,490 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $956,517 | 3,686 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,344,596 | 4,655 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,384,942 | 4,720 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,371,047 | 4,581 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,380,717 | 4,611 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,876,477 | 5,157 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,453,783 | 5,054 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,447,109 | 4,989 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,456,985 | 4,777 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $968,699 | 3,676 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,821,331 | 6,240 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,913,754 | 6,334 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,980,663 | 7,069 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,308,221 | 7,883 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,443,516 | 7,815 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,932,563 | 7,514 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,165,331 | 5,781 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,614,738 | 5,435 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,661,612 | 5,526 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,548,912 | 6,277 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $693,251 | 3,002 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $665,041 | 2,986 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $534,797 | 2,787 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $551,738 | 2,778 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||