Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,478
+$9,282 QoQ
Shares Held
190
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#946
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Winch Advisory Services, LLC holds $60,478 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
190 | $60,478 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,478 | 190 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51,196 | 189 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $48,526 | 187 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $44,482 | 154 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,893 | 153 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $45,192 | 151 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $32,339 | 108 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $31,656 | 87 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $24,737 | 86 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,655 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,620 | 84 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $21,872 | 83 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $23,934 | 82 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $24,473 | 81 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,695 | 81 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $23,424 | 80 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $23,762 | 76 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,661 | 76 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $28,466 | 76 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,579 | 76 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $22,551 | 75 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $18,507 | 75 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $17,088 | 74 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,258 | 73 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $13,816 | 72 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,101 | 71 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||