Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$310,033
+$58,578 QoQ
Shares Held
974
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#752
of 1,108 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $1,642,916 across 7 REIT - Industrial names. PSA ranks #4 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
|
11,585 | $460,735 | |
| 2 | STAG |
STAG Industrial, Inc.
|
11,981 | $455,996 | |
| 3 | PLD |
Prologis, Inc.
|
2,536 | $343,551 | |
| 4 | PSA |
Public Storage
This page
|
974 | $310,033 | |
| 5 | COLD |
Americold Realty Trust
|
2,000 | $31,440 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
500 | $30,990 | |
| 7 | EXR |
Extra Space Storage Inc.
|
70 | $10,171 |
All Filings in PSA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,033 | 974 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $251,455 | 969 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $306,469 | 1,061 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $327,750 | 1,117 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $318,145 | 1,063 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $314,112 | 1,049 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $316,702 | 1,101 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $229,055 | 751 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $204,491 | 776 | Shares | Sole | 2023-11-13 | |
| 2021-03-31 | $343,736 | 1,393 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $300,439 | 1,301 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $288,199 | 1,294 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $248,113 | 1,293 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $256,604 | 1,292 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||