Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$363,191
+$15,923 QoQ
Shares Held
1,141
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 1,111 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $3,085,604 across 4 REIT - Industrial names. PSA ranks #3 (11.8% of the industry book) .
All Filings in PSA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,191 | 1,141 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $347,268 | 1,282 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $312,957 | 1,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $344,598 | 1,193 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $425,459 | 1,450 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $504,004 | 1,684 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $440,775 | 1,472 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $644,049 | 1,770 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $476,060 | 1,655 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $437,990 | 1,510 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $578,280 | 1,896 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $303,575 | 1,152 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $329,532 | 1,129 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $322,081 | 1,066 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $288,035 | 1,028 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $261,186 | 892 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $278,659 | 714 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $251,704 | 672 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $200,839 | 676 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||