Position in PSA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$226,636
+$871 QoQ
Shares Held
712
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#845
of 1,108 holders
Holding Since
Sep 2020
23 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, 2026TRUE Private Wealth Advisors holds $226,636 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
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|
712 | $226,636 |
All Filings in PSA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,636 | 712 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $225,765 | 870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $237,723 | 823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $235,909 | 804 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $299,290 | 1,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $299,440 | 1,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $366,053 | 1,006 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $289,088 | 1,005 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $286,579 | 988 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $301,645 | 989 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $260,621 | 989 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $288,377 | 988 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $358,640 | 1,187 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $332,585 | 1,187 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $347,565 | 1,187 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $371,139 | 1,187 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $463,262 | 1,187 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $444,602 | 1,187 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $352,657 | 1,187 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $356,919 | 1,187 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $292,904 | 1,187 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,540 | 11 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $2,449 | 11 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||