Position in PSA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,151,457
+$682,204 QoQ
Shares Held
6,759
+24.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#389
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, 2026Midwest Professional Planners, LTD. holds $3,488,139 across 2 REIT - Industrial names. PSA ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
6,759 | $2,151,457 | |
| 2 | PLD |
Prologis, Inc.
|
9,867 | $1,336,682 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,151,457 | 6,759 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,469,253 | 5,424 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,439,187 | 5,546 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,030,326 | 7,029 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,094,431 | 7,138 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,077,970 | 6,943 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,055,655 | 6,865 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,320,035 | 6,376 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,784,292 | 6,203 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,760,374 | 6,069 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,754,970 | 5,754 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,419,845 | 5,388 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,461,443 | 5,007 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,353,889 | 4,481 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,193,889 | 4,261 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,162,162 | 3,969 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,162,819 | 3,719 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,376,907 | 3,528 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,251,779 | 3,342 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $975,379 | 3,283 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $992,577 | 3,301 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,394,934 | 5,653 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $738,745 | 3,199 | Shares | Sole | 2021-03-11 | |
| 2020-09-30 | $1,328,302 | 5,964 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,105,670 | 5,762 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,122,742 | 5,653 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||