Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,829,081
+$703,579 QoQ
Shares Held
15,171
-0.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#294
of 1,108 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $4,856,039 across 2 REIT - Industrial names. PSA ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
15,171 | $4,829,081 | |
| 2 | PLD |
Prologis, Inc.
|
199 | $26,958 |
All Filings in PSA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,829,081 | 15,171 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,125,502 | 15,230 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,977,875 | 15,329 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,296,066 | 14,873 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,327,651 | 14,749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,244,530 | 14,182 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,220,307 | 14,094 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,190,241 | 14,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,985,103 | 13,854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,908,848 | 13,476 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,312,395 | 14,139 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,368,049 | 12,781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,594,210 | 12,314 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $906 | 3 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,241 | 8 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||