Position in PSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,852,057
-$1,062,429 QoQ
Shares Held
8,960
-38.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
of 1,091 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, 2026Steward Partners Investment Advisory, LLC holds $14,085,614 across 15 REIT - Industrial names. PSA ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
51,771 | $7,013,417 | |
| 2 | PSA |
Public Storage
This page
|
8,960 | $2,852,057 | |
| 3 | LXP |
LXP Industrial Trust
|
30,301 | $1,632,617 | |
| 4 | EXR |
Extra Space Storage Inc.
|
10,316 | $1,498,914 | |
| 5 | CUBE |
CubeSmart
|
10,985 | $436,873 | |
| 6 | COLD |
Americold Realty Trust
|
14,886 | $234,007 | |
| 7 | STAG |
STAG Industrial, Inc.
|
5,081 | $193,382 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,927 | $118,144 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,852,057 | 8,960 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,914,486 | 14,451 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,303,694 | 12,731 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,497,106 | 12,107 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,516,345 | 11,984 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,779,578 | 5,946 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,465,758 | 4,895 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,439,469 | 3,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,099,398 | 3,822 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,091,785 | 3,764 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,360,300 | 4,460 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,547,125 | 5,871 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,869,180 | 9,830 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,961,878 | 9,803 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,617,534 | 9,342 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,649,344 | 9,048 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,712,724 | 8,676 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,361,584 | 6,051 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,673,159 | 4,467 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,260,595 | 4,243 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,415,949 | 4,709 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,267,606 | 5,137 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $892,775 | 3,866 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $327,621 | 1,471 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $290,521 | 1,514 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $259,781 | 1,308 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||