Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$224,408
-$4,756 QoQ
Shares Held
705
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#849
of 1,108 holders
Holding Since
Jun 2025
3 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, 2026Allen Capital Group, LLC holds $224,408 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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|
705 | $224,408 |
All Filings in PSA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,408 | 705 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $229,164 | 846 | Shares | Sole | 2026-05-27 | |
| 2025-06-30 | $211,849 | 722 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||