Position in PSA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,581,364
+$266,513 QoQ
Shares Held
4,968
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#433
of 1,108 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Meridian Wealth Management, LLC holds $2,424,529 across 2 REIT - Industrial names. PSA ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
4,968 | $1,581,364 | |
| 2 | PLD |
Prologis, Inc.
|
6,224 | $843,165 |
All Filings in PSA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,364 | 4,968 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,314,851 | 4,854 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,235,739 | 4,762 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,239,166 | 4,290 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,200,381 | 4,091 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,110,964 | 3,712 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $395,260 | 1,320 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||