Position in PSA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,024,725
-$11,860,393 QoQ
Shares Held
28,352
-63.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#222
of 1,108 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $59,037,368 across 15 REIT - Industrial names. PSA ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LINE |
Lineage, Inc.
|
288,021 | $12,456,908 | |
| 2 | PLD |
Prologis, Inc.
|
89,703 | $12,152,065 | |
| 3 | CUBE |
CubeSmart
|
244,283 | $9,715,134 | |
| 4 | PSA |
Public Storage
This page
|
28,352 | $9,024,725 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
80,366 | $4,927,239 | |
| 6 | EXR |
Extra Space Storage Inc.
|
18,250 | $2,651,725 | |
| 7 | COLD |
Americold Realty Trust
|
133,094 | $2,092,237 | |
| 8 | EGP |
Eastgroup Properties Inc
|
8,487 | $1,718,872 |
All Filings in PSA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,024,725 | 28,352 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $20,885,118 | 77,101 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $23,821,581 | 91,798 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $46,565,508 | 161,210 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,656,425 | 77,215 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $13,239,392 | 44,236 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,824,885 | 39,490 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $27,964,864 | 76,854 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $28,401,698 | 98,737 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $26,425,916 | 91,105 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,478,940 | 57,308 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,758,906 | 52,212 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,563,137 | 36,190 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,545,644 | 24,974 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,708,869 | 23,944 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,047,775 | 34,315 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,299,606 | 10,553 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,592,404 | 22,016 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,867,632 | 21,005 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||