Position in PSA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,637,914
+$4,130,625 QoQ
Shares Held
24,505
+153.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $34,950,255 across 13 REIT - Industrial names. PSA ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
80,916 | $10,695,476 | |
| 2 | PSA |
Public Storage
This page
|
24,505 | $6,637,914 | |
| 3 | EXR |
Extra Space Storage Inc.
|
35,925 | $4,710,845 | |
| 4 | LXP |
LXP Industrial Trust
|
92,364 | $4,272,758 | |
| 5 | EGP |
Eastgroup Properties Inc
|
12,152 | $2,249,213 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
26,286 | $1,520,645 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
37,922 | $1,148,278 | |
| 8 | STAG |
STAG Industrial, Inc.
|
30,547 | $1,101,524 |
All Filings in PSA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,637,914 | 24,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,507,289 | 9,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,433,847 | 15,350 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,543,633 | 12,077 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,909,398 | 9,721 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,938,704 | 9,814 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,454,217 | 9,493 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,983,377 | 13,848 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,339,895 | 39,095 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,247,160 | 46,712 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,993,171 | 155,560 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $42,461,826 | 145,477 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $43,056,460 | 142,505 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,098,837 | 132,406 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $35,823,839 | 122,345 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||