Position in PSA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$300,802
-$54,050 QoQ
Shares Held
945
-27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#762
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BANK OZK holds $300,802 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
945 | $300,802 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,802 | 945 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $354,852 | 1,310 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $339,944 | 1,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $378,393 | 1,310 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $384,380 | 1,310 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $392,069 | 1,310 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,266 | 1,310 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $476,669 | 1,310 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $376,821 | 1,310 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $379,978 | 1,310 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $399,550 | 1,310 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $345,210 | 1,310 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $382,362 | 1,310 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $395,802 | 1,310 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $367,047 | 1,310 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $383,581 | 1,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $409,597 | 1,310 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $521,023 | 1,335 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $744,999 | 1,989 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $396,628 | 1,335 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $401,420 | 1,335 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $329,423 | 1,335 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $308,290 | 1,335 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $297,330 | 1,335 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $256,172 | 1,335 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $265,144 | 1,335 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||