Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$102,353,853
+$16,626,293 QoQ
Shares Held
321,554
+1.6% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#54
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $102,852,412 across 3 REIT - Industrial names. PSA ranks #1 (99.5% of the industry book) .
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,353,853 | 321,554 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $85,727,560 | 316,478 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $81,823,464 | 315,312 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $59,093,221 | 204,581 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $88,371,648 | 301,178 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $87,679,399 | 292,958 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $78,542,513 | 262,298 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $56,253,938 | 154,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,403,867 | 265,614 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $79,101,682 | 272,708 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,773,255 | 163,191 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $39,690,591 | 150,617 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $100,406 | 344 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $105,749 | 350 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $98,066 | 350 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $205,552 | 702 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $363,322 | 1,162 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $505,802 | 1,296 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $506,405 | 1,352 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $668,772 | 2,251 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $703,915 | 2,341 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $894,258 | 3,624 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $229,082 | 992 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $231,628 | 1,040 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $243,892 | 1,271 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $233,962 | 1,178 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||