Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$373,695
+$55,682 QoQ
Shares Held
1,174
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#717
of 1,108 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, 2026Evercore Wealth Management, LLC holds $646,531 across 2 REIT - Industrial names. PSA ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
1,174 | $373,695 | |
| 2 | PLD |
Prologis, Inc.
|
2,014 | $272,836 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,695 | 1,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $318,013 | 1,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $556,887 | 2,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $620,159 | 2,147 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $634,666 | 2,163 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $647,363 | 2,163 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $647,688 | 2,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $813,611 | 2,236 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $643,184 | 2,236 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $649,153 | 2,238 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $961,970 | 3,154 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $953,151 | 3,617 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,055,729 | 3,617 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $949,322 | 3,142 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $880,356 | 3,142 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $900,096 | 3,074 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $963,648 | 3,082 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,204,402 | 3,086 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,155,890 | 3,086 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $916,849 | 3,086 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $927,929 | 3,086 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $853,542 | 3,459 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $790,472 | 3,423 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $765,933 | 3,439 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $659,716 | 3,438 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $615,491 | 3,099 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||