Position in PSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,337,610
-$1,058,319 QoQ
Shares Held
13,627
-31.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#310
of 1,111 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $12,101,907 across 7 REIT - Industrial names. PSA ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
42,000 | $5,689,740 | |
| 2 | PSA |
Public Storage
This page
|
13,627 | $4,337,610 | |
| 3 | EXR |
Extra Space Storage Inc.
|
7,357 | $1,068,972 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,371 | $277,668 | |
| 5 | CUBE |
CubeSmart
|
6,867 | $273,100 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
4,230 | $259,341 | |
| 7 | STAG |
STAG Industrial, Inc.
|
5,136 | $195,476 |
All Filings in PSA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,337,610 | 13,627 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,395,929 | 19,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,536,060 | 17,480 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,583,759 | 19,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,976,134 | 13,551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,570,973 | 5,249 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,445,396 | 4,827 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,768,772 | 4,861 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,399,992 | 4,867 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,429,995 | 4,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,423,740 | 4,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,505,489 | 5,713 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,539,375 | 5,274 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,179,856 | 3,905 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,491,171 | 5,322 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,065,828 | 3,640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $884,543 | 2,829 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,495,943 | 3,833 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,097,086 | 2,929 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $852,379 | 2,869 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $863,280 | 2,871 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $850,334 | 3,446 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $975,290 | 4,379 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,650,445 | 8,601 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $379,345 | 1,910 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||