Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$294,436
+$53,624 QoQ
Shares Held
925
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#770
of 1,108 holders
Holding Since
Jun 2021
21 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, 2026MATHER GROUP, LLC. holds $2,259,805 across 10 REIT - Industrial names. PSA ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
7,092 | $960,753 | |
| 2 | EXR |
Extra Space Storage Inc.
|
3,356 | $487,626 | |
| 3 | PSA |
Public Storage
This page
|
925 | $294,436 | |
| 4 | COLD |
Americold Realty Trust
|
17,025 | $267,633 | |
| 5 | STAG |
STAG Industrial, Inc.
|
2,331 | $88,717 | |
| 6 | TRNO |
Terreno Realty Corp
|
764 | $49,484 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
733 | $44,940 | |
| 8 | EGP |
Eastgroup Properties Inc
|
209 | $42,328 |
All Filings in PSA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,436 | 925 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $240,812 | 889 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $201,631 | 777 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $224,147 | 776 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $253,514 | 864 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $247,213 | 826 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $246,139 | 822 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $298,009 | 819 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $344,029 | 1,196 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $318,775 | 1,099 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $333,060 | 1,092 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $641,934 | 2,436 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $647,973 | 2,220 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $398,220 | 1,318 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $373,493 | 1,333 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $300,715 | 1,027 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $300,475 | 961 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $433,210 | 1,110 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $415,012 | 1,108 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $251,049 | 845 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $248,369 | 826 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||