Position in PSA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$764,898
+$113,974 QoQ
Shares Held
2,403
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#553
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, 2026Sterling Investment Advisors, Ltd. holds $1,213,311 across 2 REIT - Industrial names. PSA ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
2,403 | $764,898 | |
| 2 | COLD |
Americold Realty Trust
|
28,525 | $448,413 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,898 | 2,403 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $650,924 | 2,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $753,328 | 2,903 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $866,550 | 3,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $887,595 | 3,025 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $905,950 | 3,027 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $935,750 | 3,125 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,082,513 | 2,975 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $855,758 | 2,975 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $862,928 | 2,975 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $907,375 | 2,975 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $810,324 | 3,075 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $897,531 | 3,075 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,019,722 | 3,375 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $955,447 | 3,410 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $998,482 | 3,410 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,097,471 | 3,510 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,455,354 | 3,729 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,471,646 | 3,929 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,167,008 | 3,928 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,268,009 | 4,217 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,060,080 | 4,296 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $996,693 | 4,316 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $960,814 | 4,314 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,057,697 | 5,512 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,114,400 | 5,611 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||