Position in PSA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$424,732
-$35,098 QoQ
Shares Held
1,568
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026AE Wealth Management LLC holds $10,802,907 across 9 REIT - Industrial names. PSA ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
62,435 | $2,888,243 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
73,096 | $2,392,410 | |
| 3 | PLD |
Prologis, Inc.
|
13,372 | $1,767,492 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
46,217 | $1,399,437 | |
| 5 | EGP |
Eastgroup Properties Inc
|
4,114 | $761,446 | |
| 6 | TRNO |
Terreno Realty Corp
|
6,959 | $427,407 | |
| 7 | PSA |
Public Storage
This page
|
1,568 | $424,732 | |
| 8 | STAG |
STAG Industrial, Inc.
|
10,664 | $384,529 |
All Filings in PSA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $424,732 | 1,568 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $459,830 | 1,772 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $381,856 | 1,322 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $478,268 | 1,630 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $465,990 | 1,557 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $723,443 | 2,416 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,129,814 | 3,105 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $881,645 | 3,065 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $693,242 | 2,390 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,761,050 | 15,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,290,632 | 16,282 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,725,245 | 16,189 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,423,548 | 11,331 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,930,507 | 10,459 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,795,749 | 9,548 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,481,036 | 7,935 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,717,909 | 6,964 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,626,789 | 7,013 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,892,229 | 6,369 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,578,511 | 11,901 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,682,527 | 10,871 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,673,476 | 11,577 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,558,161 | 11,486 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,203,472 | 11,483 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,149,754 | 10,824 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||