Position in PSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,005
+$1,274 QoQ
Shares Held
44
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,016
of 1,108 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Bogart Wealth, LLC holds $113,113 across 8 REIT - Industrial names. PSA ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
471 | $63,806 | |
| 2 | IIPR |
Innovative Industrial Properties Inc
|
400 | $24,792 | |
| 3 | PSA |
Public Storage
This page
|
44 | $14,005 | |
| 4 | EXR |
Extra Space Storage Inc.
|
49 | $7,119 | |
| 5 | LINE |
Lineage, Inc.
|
28 | $1,211 | |
| 6 | NSA |
National Storage Affiliates Trust
|
23 | $1,022 | |
| 7 | STAG |
STAG Industrial, Inc.
|
24 | $913 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4 | $245 |
All Filings in PSA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,005 | 44 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,731 | 47 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,228 | 24 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,798 | 27 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,868 | 20 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,781 | 26 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,689 | 19 | Shares | Sole | 2025-01-30 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-02-07 | |
| 2022-12-31 | $10 | 0 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||