Position in PSA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$233,957
-$98,722 QoQ
Shares Held
735
-42.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#837
of 1,111 holders
Holding Since
Mar 2020
14 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, 2026Valeo Financial Advisors, LLC holds $167,815,088 across 2 REIT - Industrial names. PSA ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,237,035 | $167,581,131 | |
| 2 | PSA |
Public Storage
This page
|
735 | $233,957 |
All Filings in PSA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,957 | 735 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $332,679 | 1,282 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $397,168 | 1,375 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $400,518 | 1,365 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $392,967 | 1,313 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $380,887 | 1,272 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $363,506 | 999 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $244,790 | 851 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $201,605 | 661 | Shares | Sole | 2024-01-29 | |
| 2021-03-31 | $987 | 4 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $8,313 | 36 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $890 | 4 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $7,099 | 37 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,787 | 9 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||