Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,594
+$2,364 QoQ
Shares Held
27
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,032
of 1,108 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $55,486 across 4 REIT - Industrial names. PSA ranks #2 (15.5% of the industry book) .
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,594 | 27 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,230 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,968 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $6,643 | 23 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $4,988 | 17 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $5,087 | 17 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $5,090 | 17 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $6,185 | 17 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $4,890 | 17 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $4,931 | 17 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $5,185 | 17 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $4,479 | 17 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $4,961 | 17 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $5,136 | 17 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $4,763 | 17 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $5,563 | 19 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $6,878 | 22 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $7,805 | 20 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $6,367 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $5,050 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $5,111 | 17 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $4,194 | 17 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $3,002 | 13 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,449 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $2,110 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,780 | 14 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||