Position in PSA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,472,499
-$733,590 QoQ
Shares Held
16,511
-17.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CWM, LLC holds $26,893,808 across 17 REIT - Industrial names. PSA ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
73,203 | $9,675,972 | |
| 2 | PSA |
Public Storage
This page
|
16,511 | $4,472,499 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
50,089 | $2,897,648 | |
| 4 | CUBE |
CubeSmart
|
56,707 | $2,078,311 | |
| 5 | EXR |
Extra Space Storage Inc.
|
14,403 | $1,888,665 | |
| 6 | LINE |
Lineage, Inc.
|
55,363 | $1,813,691 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
32,158 | $1,052,531 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
|
28,222 | $854,562 |
All Filings in PSA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,472,499 | 16,511 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,206,089 | 20,062 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $16,294,028 | 56,410 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $28,954,685 | 98,680 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $25,464,191 | 85,082 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $25,959,651 | 86,694 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $32,704,635 | 89,880 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $26,730,163 | 92,926 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $27,214,009 | 93,822 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $29,849,740 | 97,868 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $27,597,659 | 104,727 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $32,029,743 | 109,736 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $35,106,553 | 116,193 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $29,077,277 | 103,777 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $29,186,715 | 99,678 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $30,125,129 | 96,348 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $36,294,869 | 92,997 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $35,203,021 | 93,985 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $28,079,634 | 93,384 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $23,043,435 | 93,384 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $21,565,167 | 93,384 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $20,798,484 | 93,384 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $17,919,455 | 93,384 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,546,996 | 93,384 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||