Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$254,648
+$37,944 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#810
of 1,108 holders
Holding Since
Sep 2024
7 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, 2026Wellington Shields & Co., LLC holds $335,930 across 2 REIT - Industrial names. PSA ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
800 | $254,648 | |
| 2 | PLD |
Prologis, Inc.
|
600 | $81,282 |
All Filings in PSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,648 | 800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $216,704 | 800 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $207,600 | 800 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $231,080 | 800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $234,736 | 800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $239,432 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $181,935 | 500 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||