Position in PSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,927,681
+$358,746 QoQ
Shares Held
6,056
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#45
of 231 holders
Holding Since
Mar 2020
26 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, 2026Merit Financial Group, LLC holds $22,134,174 across 12 REIT - Industrial names. PSA ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
69,964 | $9,478,019 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
116,966 | $3,801,394 | |
| 3 | PSA |
Public Storage
This page
|
6,056 | $1,927,681 | |
| 4 | CUBE |
CubeSmart
|
47,751 | $1,899,055 | |
| 5 | LINE |
Lineage, Inc.
|
22,180 | $959,282 | |
| 6 | STAG |
STAG Industrial, Inc.
|
22,807 | $868,032 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
14,027 | $859,993 | |
| 8 | EXR |
Extra Space Storage Inc.
|
5,805 | $843,464 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,681 | 6,056 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,568,935 | 5,792 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,574,904 | 6,069 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,974,863 | 10,299 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,857,299 | 13,146 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,221,928 | 7,424 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,505,414 | 8,367 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,490,047 | 4,095 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,150,759 | 7,477 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,364,152 | 4,703 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,309,975 | 4,295 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,107,047 | 4,201 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,218,015 | 4,173 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,248,744 | 4,133 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,158,025 | 4,133 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,189,687 | 4,063 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,249,429 | 3,996 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,555,265 | 3,985 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,490,374 | 3,979 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,161,363 | 3,909 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,174,495 | 3,906 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $922,388 | 3,738 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $637,597 | 2,761 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $704,017 | 3,161 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $606,564 | 3,161 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $548,163 | 2,760 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||