Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$258,786
+$18,463 QoQ
Shares Held
813
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#808
of 1,108 holders
Holding Since
Sep 2025
2 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, 2026Aegis Wealth Management LLC holds $258,786 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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|
813 | $258,786 |
All Filings in PSA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,786 | 813 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $240,323 | 832 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||