Position in PSA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,777
+$4,735 QoQ
Shares Held
37
+42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,021
of 1,108 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $520,025 across 8 REIT - Industrial names. PSA ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
|
5,424 | $215,712 | |
| 2 | STAG |
STAG Industrial, Inc.
|
3,570 | $135,874 | |
| 3 | IIPR |
Innovative Industrial Properties Inc
|
1,000 | $61,980 | |
| 4 | LINE |
Lineage, Inc.
|
1,239 | $53,586 | |
| 5 | PLD |
Prologis, Inc.
|
216 | $29,261 | |
| 6 | PSA |
Public Storage
This page
|
37 | $11,777 | |
| 7 | EXR |
Extra Space Storage Inc.
|
49 | $7,119 | |
| 8 | COLD |
Americold Realty Trust
|
300 | $4,716 |
All Filings in PSA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,777 | 37 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,042 | 26 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $60,723 | 234 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,567 | 272 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,102 | 106 | Shares | Sole | 2025-08-12 | |
| 2023-12-31 | $61,000 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $60,127 | 206 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $93,361 | 309 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,110 | 161 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $292 | 1 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $99,116 | 317 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,587 | 63 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $269,418 | 896 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||