Position in PSA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$313,217
+$48,026 QoQ
Shares Held
984
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#749
of 1,108 holders
Holding Since
Jun 2020
19 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, 2026Transamerica Financial Advisors, LLC holds $718,397 across 12 REIT - Industrial names. PSA ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,597 | $351,815 | |
| 2 | PSA |
Public Storage
This page
|
984 | $313,217 | |
| 3 | EXR |
Extra Space Storage Inc.
|
150 | $21,795 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
303 | $18,576 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
264 | $8,844 | |
| 6 | LXP |
LXP Industrial Trust
|
23 | $1,239 | |
| 7 | TRNO |
Terreno Realty Corp
|
17 | $1,101 | |
| 8 | LINE |
Lineage, Inc.
|
13 | $562 |
All Filings in PSA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,217 | 984 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $265,191 | 979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $249,120 | 960 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $288,561 | 999 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $270,826 | 923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,916 | 962 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $251,529 | 840 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $295,826 | 813 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $267,226 | 929 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $269,465 | 929 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $57,645 | 189 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,912 | 49 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $292 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $445 | 2 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $174,236 | 908 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||