Position in PSA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$65,571
-$66,722 QoQ
Shares Held
206
-55.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#940
of 1,111 holders
Holding Since
Dec 2024
5 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $6,172,532 across 3 REIT - Industrial names. PSA ranks #3 (1.1% of the industry book) .
All Filings in PSA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,571 | 206 | Shares | Defined | 2026-07-17 | |
| 2025-09-30 | $132,293 | 458 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $156,979 | 535 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $252,599 | 844 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $350,643 | 1,171 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||