Position in PSA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$14,068,028
+$2,114,365 QoQ
Shares Held
44,196
+0.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
3.51%
of 13F equity value
Holder Rank
#171
of 1,111 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, 2026Edge Wealth Management LLC holds $14,068,028 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
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|
44,196 | $14,068,028 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,068,028 | 44,196 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,953,663 | 44,129 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,454,849 | 44,142 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,902,929 | 44,670 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,120,275 | 44,715 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,466,852 | 44,996 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $13,244,530 | 44,231 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,307,197 | 44,816 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,033,709 | 45,311 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,468,355 | 46,433 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $14,121,195 | 46,299 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $12,276,606 | 46,587 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $13,742,586 | 47,083 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,754,923 | 45,525 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,960,468 | 46,256 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $15,291,123 | 52,222 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $16,107,507 | 51,516 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,760,574 | 42,945 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $15,949,513 | 42,582 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,490,678 | 42,042 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $11,937,393 | 39,700 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $9,784,034 | 39,650 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $8,554,801 | 37,045 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $8,199,436 | 36,815 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $6,950,639 | 36,222 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $7,361,678 | 37,066 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||