Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$661,766
+$112,422 QoQ
Shares Held
2,079
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#592
of 1,108 holders
Holding Since
Dec 2023
11 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, 2026Berkeley Capital Partners, LLC holds $3,347,858 across 2 REIT - Industrial names. PSA ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLD |
Americold Realty Trust
|
170,871 | $2,686,092 | |
| 2 | PSA |
Public Storage
This page
|
2,079 | $661,766 |
All Filings in PSA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,766 | 2,079 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $549,344 | 2,028 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $520,038 | 2,004 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $701,905 | 2,430 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $718,292 | 2,448 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $722,486 | 2,414 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $719,853 | 2,404 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $866,010 | 2,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $677,128 | 2,354 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $663,657 | 2,288 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $693,570 | 2,274 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||