Position in PSA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,599,507
-$101,077 QoQ
Shares Held
5,025
-20.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#430
of 1,108 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $10,592,811 across 5 REIT - Industrial names. PSA ranks #3 (15.1% of the industry book) .
All Filings in PSA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,507 | 5,025 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,700,584 | 6,278 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,736,574 | 6,692 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,886,479 | 6,531 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,984,692 | 6,764 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,151,895 | 7,190 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,144,289 | 7,161 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,095,163 | 5,758 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,517,066 | 5,274 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,451,460 | 5,004 | Shares | Other | 2024-05-15 | |
| 2022-09-30 | $400,271 | 1,367 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $410,223 | 1,312 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $494,094 | 1,266 | Shares | Other | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||