Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$773,493
+$115,255 QoQ
Shares Held
2,430
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#552
of 1,108 holders
Holding Since
Jun 2023
11 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, 2026Morningstar Investment Management LLC holds $2,919,066 across 2 REIT - Industrial names. PSA ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
15,838 | $2,145,573 | |
| 2 | PSA |
Public Storage
This page
|
2,430 | $773,493 |
All Filings in PSA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,493 | 2,430 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $658,238 | 2,430 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $375,237 | 1,446 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,597,629 | 5,531 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $404,543 | 1,351 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $491,588 | 1,351 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $381,999 | 1,328 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $385,199 | 1,328 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $405,040 | 1,328 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $343,366 | 1,303 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $380,319 | 1,303 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||