Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$487,969
+$72,710 QoQ
Shares Held
1,533
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#650
of 1,108 holders
Holding Since
Mar 2025
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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $488,510 across 2 REIT - Industrial names. PSA ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
1,533 | $487,969 | |
| 2 | PLD |
Prologis, Inc.
|
4 | $541 |
All Filings in PSA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,969 | 1,533 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $415,259 | 1,533 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $397,813 | 1,533 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $726,168 | 2,514 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $598 | 2 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||