Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in PSA — Public Storage
CIK 1510434
Seattle, WA
Position in PSA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$688,504
+$322,546 QoQ
Shares Held
2,163
+60.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#577
of 1,111 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $5,410,227 across 7 REIT - Industrial names. PSA ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
12,351 | $1,673,189 | |
| 2 | EGP |
Eastgroup Properties Inc
|
5,541 | $1,122,218 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
14,112 | $865,205 | |
| 4 | PSA |
Public Storage
This page
|
2,163 | $688,504 | |
| 5 | EXR |
Extra Space Storage Inc.
|
2,760 | $401,027 | |
| 6 | CUBE |
CubeSmart
|
9,846 | $391,575 | |
| 7 | NSA |
National Storage Affiliates Trust
|
6,038 | $268,509 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,504 | 2,163 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $365,958 | 1,351 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $255,088 | 983 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $286,250 | 991 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $205,099 | 699 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $220,875 | 738 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $220,687 | 737 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $278,360 | 765 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $228,969 | 796 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $297,021 | 1,024 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $325,435 | 1,067 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $289,081 | 1,097 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $307,641 | 1,054 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $382,509 | 1,266 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $371,531 | 1,326 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $298,080 | 1,018 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $414,287 | 1,325 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $857,054 | 2,196 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $631,508 | 1,686 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $527,946 | 1,777 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $646,784 | 2,151 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $466,869 | 1,892 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $462,321 | 2,002 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $328,512 | 1,475 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $284,572 | 1,483 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $337,637 | 1,700 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||