Position in PSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$548,129
+$84,925 QoQ
Shares Held
1,722
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#616
of 1,091 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, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. PSA ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
This page
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,281 | $78,538 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,129 | 1,722 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $463,204 | 1,710 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $884,635 | 3,409 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $926,341 | 3,207 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $910,482 | 3,103 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $926,302 | 3,095 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $803,696 | 2,684 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $900,214 | 2,474 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $759,683 | 2,641 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $683,381 | 2,356 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $452,010 | 1,482 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $348,373 | 1,322 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $315,230 | 1,080 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $132,639 | 439 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $129 | 867 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $847,099 | 2,893 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $51,277 | 164 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $500,729 | 1,283 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $237,845 | 635 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $190,738 | 642 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $195,448 | 650 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $130,782 | 530 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $107,382 | 465 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $113,587 | 510 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $101,509 | 529 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $88,580 | 446 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||