Position in PSA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$239,187
+$10,827 QoQ
Shares Held
883
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Sunbelt Securities, Inc. holds $1,749,785 across 12 REIT - Industrial names. PSA ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIPR |
Innovative Industrial Properties Inc
|
27,131 | $1,360,890 | |
| 2 | PSA |
Public Storage
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|
883 | $239,187 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
1,153 | $66,701 | |
| 4 | PLD |
Prologis, Inc.
|
239 | $31,591 | |
| 5 | EXR |
Extra Space Storage Inc.
|
166 | $21,767 | |
| 6 | CUBE |
CubeSmart
|
547 | $20,047 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
101 | $3,058 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
84 | $2,749 |
All Filings in PSA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,187 | 883 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $228,360 | 880 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $259,965 | 900 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $269,652 | 919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $277,441 | 927 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $275,185 | 919 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $334,396 | 919 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $185,821 | 646 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $187,378 | 646 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $305 | 1 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $22,926 | 87 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $25,393 | 87 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $26,286 | 87 | Shares | Sole | 2023-05-17 | |
| 2020-03-31 | $985,105 | 4,960 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||