Position in PSA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,282,789
+$223,107 QoQ
Shares Held
4,030
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#461
of 1,111 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $1,282,789 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
4,030 | $1,282,789 |
All Filings in PSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,789 | 4,030 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,059,682 | 3,912 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $947,953 | 3,653 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,089,831 | 3,773 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,161,356 | 3,958 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $1,429,628 | 4,898 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,394,980 | 4,617 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,252,169 | 4,469 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,154,257 | 3,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,178,684 | 6,968 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||