Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$722,882
+$134,260 QoQ
Shares Held
2,271
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#567
of 1,111 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Biltmore Wealth Management, LLC holds $722,882 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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|
2,271 | $722,882 |
All Filings in PSA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,882 | 2,271 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $588,622 | 2,173 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $552,735 | 2,130 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $608,606 | 2,107 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $501,748 | 1,710 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $517,472 | 1,729 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $519,528 | 1,735 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $628,039 | 1,726 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $531,001 | 1,846 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $570,548 | 1,967 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $599,935 | 1,967 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $513,336 | 1,948 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $562,160 | 1,926 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $525,723 | 1,740 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $482,487 | 1,722 | Shares | Sole | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||