Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,879,835
+$1,711,902 QoQ
Shares Held
34,180
+1.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#200
of 1,111 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $21,071,338 across 7 REIT - Industrial names. PSA ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
34,180 | $10,879,835 | |
| 2 | STAG |
STAG Industrial, Inc.
|
138,087 | $5,255,591 | |
| 3 | PLD |
Prologis, Inc.
|
24,955 | $3,380,653 | |
| 4 | CUBE |
CubeSmart
|
13,209 | $525,321 | |
| 5 | SMA |
SmartStop Self Storage REIT, Inc.
|
13,387 | $435,077 | |
| 6 | EGP |
Eastgroup Properties Inc
|
1,554 | $314,731 | |
| 7 | LINE |
Lineage, Inc.
|
6,477 | $280,130 |
All Filings in PSA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,879,835 | 34,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,167,933 | 33,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,875,937 | 34,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,091,262 | 34,936 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,062,251 | 34,293 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,887,044 | 33,035 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,704,849 | 32,410 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,664,579 | 32,057 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,026,872 | 27,905 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||