Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,563
+$76,884 QoQ
Shares Held
850
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,091 holders
Holding Since
Sep 2023
12 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, 2026Larson Financial Group LLC holds $4,726,215 across 16 REIT - Industrial names. PSA ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
27,705 | $3,753,196 | |
| 2 | PSA |
Public Storage
This page
|
850 | $270,563 | |
| 3 | EGP |
Eastgroup Properties Inc
|
861 | $174,378 | |
| 4 | STAG |
STAG Industrial, Inc.
|
4,050 | $154,143 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
1,974 | $121,025 | |
| 6 | CUBE |
CubeSmart
|
2,484 | $98,788 | |
| 7 | EXR |
Extra Space Storage Inc.
|
368 | $53,470 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
1,274 | $42,679 |
All Filings in PSA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,563 | 850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $193,679 | 715 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,921 | 597 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $190,929 | 661 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,083 | 808 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $303,180 | 1,013 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $581,811 | 1,943 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $666,245 | 1,831 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,807 | 48 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $199,561 | 688 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $88,145 | 289 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $75,630 | 287 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||