Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$864,848
-$54,247 QoQ
Shares Held
2,717
-19.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#534
of 1,108 holders
Holding Since
Mar 2020
14 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, 2026Wealthspire Advisors, LLC holds $1,702,412 across 3 REIT - Industrial names. PSA ranks #1 (50.8% of the industry book) .
All Filings in PSA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,848 | 2,717 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $919,095 | 3,393 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,004,005 | 3,869 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $853,551 | 2,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $938,357 | 3,198 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $432,773 | 1,446 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $257,817 | 861 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $377,697 | 1,038 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $321,017 | 1,116 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $259,893 | 896 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $305,000 | 1,000 | Shares | Sole | 2024-02-07 | |
| 2021-03-31 | $341,269 | 1,383 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $301,594 | 1,306 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $428,997 | 2,160 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||