Position in PSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,699,223
+$2,616,795 QoQ
Shares Held
30,471
+16.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#216
of 1,118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. PSA ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
This page
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,699,223 | 30,471 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,082,428 | 26,146 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,193,486 | 23,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,849,498 | 27,175 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,367,775 | 25,110 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,195,530 | 24,042 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,757,761 | 22,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,999,681 | 21,985 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,590,471 | 19,435 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,722,013 | 19,727 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,245,905 | 13,921 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,783,092 | 14,356 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,947,968 | 13,526 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,557,781 | 15,085 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,709,715 | 13,240 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,079,721 | 13,933 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,575,068 | 11,434 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,437,586 | 8,808 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,289,760 | 8,783 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,552,683 | 8,592 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,640,358 | 8,781 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,281,789 | 9,247 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,135,178 | 9,246 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,026,083 | 9,097 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,590,000 | 8,286 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,838,929 | 9,259 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||