Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,994,023
+$550,415 QoQ
Shares Held
9,406
+4.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#339
of 1,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Derivatives in PSA
reported options exposure · as of Sep 30, 2025CallValue
$115,540
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $38,231,175 across 17 REIT - Industrial names. PSA ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
230,599 | $31,239,246 | |
| 2 | PSA |
Public Storage
This page
|
9,406 | $2,994,023 | |
| 3 | EGP |
Eastgroup Properties Inc
|
6,912 | $1,399,887 | |
| 4 | TRNO |
Terreno Realty Corp
|
10,176 | $659,099 | |
| 5 | CUBE |
CubeSmart
|
13,019 | $517,765 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,710 | $393,763 | |
| 7 | LINE |
Lineage, Inc.
|
7,290 | $315,292 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
3,867 | $239,676 |
All Filings in PSA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,994,023 | 9,406 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,443,608 | 9,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,417,761 | 9,317 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,364,524 | 11,648 | Shares | Sole | 2025-12-02 | |
| 2025-09-30 | $115,540 | 400 | Call | Sole | 2025-12-02 | |
| 2025-06-30 | $3,313,885 | 11,294 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,140,222 | 7,151 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,140,696 | 7,149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,582,749 | 7,098 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,009,522 | 6,986 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,033,320 | 7,010 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,590,670 | 8,494 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,230,169 | 8,463 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,273,744 | 7,790 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,963,909 | 6,500 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,479,122 | 5,279 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,406,952 | 4,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,636,514 | 5,234 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,024,772 | 5,188 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $879,092 | 2,347 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $696,699 | 2,345 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,470,374 | 4,890 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,149,654 | 4,659 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $429,067 | 1,858 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $415,595 | 1,866 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $356,147 | 1,856 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,121,352 | 5,646 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||