Position in PSA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,213,991
+$76,377 QoQ
Shares Held
11,865
-1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $3,432,088 across 2 REIT - Industrial names. PSA ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
11,865 | $3,213,991 | |
| 2 | PLD |
Prologis, Inc.
|
1,650 | $218,097 |
All Filings in PSA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,213,991 | 11,865 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,137,614 | 12,091 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,523,970 | 12,200 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,368,461 | 11,480 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,644,753 | 12,178 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,724,734 | 12,439 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,680,095 | 12,862 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,888,740 | 13,519 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,419,064 | 15,235 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,825,710 | 15,822 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,759,171 | 18,060 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,956,978 | 20,409 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,216,530 | 20,575 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,959,641 | 21,270 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,980,937 | 20,426 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,613,283 | 21,151 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,440,092 | 24,188 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,517,494 | 22,740 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,512,729 | 21,921 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $5,083,256 | 20,600 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $19,093,562 | 85,729 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,013,604 | 83,452 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||