Position in PSA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$113,636
+$16,932 QoQ
Shares Held
357
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#911
of 1,111 holders
Holding Since
Mar 2020
26 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, 2026HOERTKORN RICHARD CHARLES holds $113,636 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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|
357 | $113,636 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,636 | 357 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $96,704 | 357 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $92,641 | 357 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $103,119 | 357 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $104,750 | 357 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $106,846 | 357 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $106,900 | 357 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $129,901 | 357 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $102,691 | 357 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $103,551 | 357 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $108,885 | 357 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $94,076 | 357 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $104,201 | 357 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $107,863 | 357 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $100,027 | 357 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $104,533 | 357 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $111,623 | 357 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $139,329 | 357 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $133,717 | 357 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $106,064 | 357 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $107,346 | 357 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $88,093 | 357 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $82,442 | 357 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $79,511 | 357 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $68,504 | 357 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $70,903 | 357 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||