Position in PSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,983,519
+$517,699 QoQ
Shares Held
9,373
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#346
of 1,108 holders
Holding Since
Mar 2020
12 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, 2026Sowell Financial Services LLC holds $5,996,468 across 3 REIT - Industrial names. PSA ranks #1 (49.8% of the industry book) .
All Filings in PSA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,983,519 | 9,373 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,465,820 | 9,103 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,236,630 | 8,619 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,424,606 | 8,394 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,409,271 | 8,211 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,440,410 | 8,154 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $459,857 | 1,522 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $386,919 | 1,568 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $157,032 | 680 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $147,663 | 663 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $127,606 | 665 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $106,256 | 535 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||