Position in PSA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$92,628
+$14,886 QoQ
Shares Held
291
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#916
of 1,108 holders
Holding Since
Dec 2021
18 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, 2026Capital Advisors, Ltd. LLC holds $228,722 across 9 REIT - Industrial names. PSA ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
692 | $93,745 | |
| 2 | PSA |
Public Storage
This page
|
291 | $92,628 | |
| 3 | EXR |
Extra Space Storage Inc.
|
183 | $26,589 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
223 | $7,470 | |
| 5 | LXP |
LXP Industrial Trust
|
63 | $3,394 | |
| 6 | STAG |
STAG Industrial, Inc.
|
78 | $2,968 | |
| 7 | EGP |
Eastgroup Properties Inc
|
4 | $810 | |
| 8 | CUBE |
CubeSmart
|
20 | $795 |
All Filings in PSA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,628 | 291 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $77,742 | 287 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $68,767 | 265 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $50,837 | 176 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $51,641 | 176 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $55,967 | 187 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $59,588 | 199 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $73,137 | 201 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $57,242 | 199 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $51,340 | 177 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $53,680 | 176 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $50,859 | 193 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $50,495 | 173 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,927 | 13 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2 | 177 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $2,814 | 9 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,561 | 4 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $374 | 1 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||