Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,832,595
+$2,476,036 QoQ
Shares Held
30,890
+13.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#211
of 1,111 holders
Holding Since
Sep 2020
18 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, 2026Dakota Wealth Management holds $17,334,970 across 4 REIT - Industrial names. PSA ranks #1 (56.7% of the industry book) .
All Filings in PSA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,832,595 | 30,890 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,356,559 | 27,158 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,200,706 | 4,627 | Shares | Defined | 2026-01-13 | |
| 2024-09-30 | $216,866 | 596 | Shares | Defined | 2024-10-23 | |
| 2023-12-31 | $421,205 | 1,381 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $884,636 | 3,357 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $979,841 | 3,357 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,014,283 | 3,357 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $940,597 | 3,357 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $981,791 | 3,353 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,048,382 | 3,353 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,308,999 | 3,354 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,125,178 | 3,004 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $892,191 | 3,003 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $902,070 | 3,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $740,280 | 3,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $858,597 | 3,718 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $668,160 | 3,000 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||