Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,870
+$2,785 QoQ
Shares Held
53
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,011
of 1,111 holders
Holding Since
Mar 2021
15 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, 2026Heritage Wealth Advisors holds $274,214 across 5 REIT - Industrial names. PSA ranks #4 (6.2% of the industry book) .
All Filings in PSA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,870 | 53 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,085 | 52 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,494 | 52 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,731 | 51 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,964 | 51 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,964 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,972 | 50 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $17,829 | 49 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,094 | 49 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $13,922 | 48 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $7,805 | 20 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,491 | 20 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $5,942 | 20 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,013 | 20 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,935 | 20 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||