Position in PSA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,082,428
+$888,942 QoQ
Shares Held
26,146
+9.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6501950585175552.ToString("F0")%
Shared 0.ToString("F0")%
None 99.34980494148245.ToString("F0")%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Creative Planning holds $126,915,067 across 16 REIT - Industrial names. PSA ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
463,849 | $61,311,559 | |
| 2 | EGP |
Eastgroup Properties Inc
|
71,589 | $13,250,408 | |
| 3 | EXR |
Extra Space Storage Inc.
|
77,728 | $10,192,472 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
247,759 | $8,109,152 | |
| 5 | PSA |
Public Storage
This page
|
26,146 | $7,082,428 | |
| 6 | CUBE |
CubeSmart
|
188,388 | $6,904,420 | |
| 7 | STAG |
STAG Industrial, Inc.
|
166,240 | $5,994,614 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
60,194 | $3,482,222 |
All Filings in PSA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||