Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$240,005
-$259,127 QoQ
Shares Held
754
-56.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#830
of 1,108 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,384,455 across 2 REIT - Industrial names. PSA ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
8,448 | $1,144,450 | |
| 2 | PSA |
Public Storage
This page
|
754 | $240,005 |
All Filings in PSA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,005 | 754 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $499,132 | 1,728 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $225,777 | 754 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $273,266 | 751 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $214,011 | 744 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $200,431 | 691 | Shares | Sole | 2024-04-29 | |
| 2020-12-31 | $26,787 | 116 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||