Position in PSA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$718,107
+$110,524 QoQ
Shares Held
2,256
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#569
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026Jacobi Capital Management LLC holds $928,627 across 2 REIT - Industrial names. PSA ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
2,256 | $718,107 | |
| 2 | PLD |
Prologis, Inc.
|
1,554 | $210,520 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,107 | 2,256 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $607,583 | 2,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $581,799 | 2,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593,297 | 2,054 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $565,713 | 1,928 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $540,517 | 1,806 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $523,421 | 1,748 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $630,950 | 1,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $493,895 | 1,717 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $504,994 | 1,741 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $533,140 | 1,748 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $441,132 | 1,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $422,058 | 1,446 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $427,830 | 1,416 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $375,734 | 1,341 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $388,266 | 1,326 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $400,217 | 1,280 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $555,368 | 1,423 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $521,387 | 1,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $411,483 | 1,385 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $423,672 | 1,409 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $344,476 | 1,396 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $315,219 | 1,365 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $307,130 | 1,379 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $274,786 | 1,432 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $225,620 | 1,136 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||