Position in PSA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,020,515
+$946,662 QoQ
Shares Held
18,914
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#269
of 1,091 holders
Holding Since
Mar 2022
17 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, 2026Sequoia Financial Advisors, LLC holds $19,501,466 across 15 REIT - Industrial names. PSA ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
18,914 | $6,020,515 | |
| 2 | PLD |
Prologis, Inc.
|
27,758 | $3,760,376 | |
| 3 | CUBE |
CubeSmart
|
82,782 | $3,292,240 | |
| 4 | EGP |
Eastgroup Properties Inc
|
6,470 | $1,310,369 | |
| 5 | NSA |
National Storage Affiliates Trust
|
26,870 | $1,194,908 | |
| 6 | EXR |
Extra Space Storage Inc.
|
4,971 | $722,286 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
9,903 | $607,152 | |
| 8 | STAG |
STAG Industrial, Inc.
|
12,733 | $484,617 |
All Filings in PSA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,020,515 | 18,914 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,073,853 | 18,731 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,308,219 | 16,602 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,166,082 | 17,885 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,096,998 | 17,371 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,652,906 | 8,864 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,536,855 | 8,472 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,460,488 | 6,762 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,706,339 | 5,932 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,406,500 | 4,849 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,730,875 | 5,675 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $310,163 | 1,177 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $389,076 | 1,333 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $361,359 | 1,196 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $299,242 | 1,068 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $387,398 | 1,239 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $398,085 | 1,020 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||