Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,024,133
+$271,269 QoQ
Shares Held
6,359
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#392
of 1,091 holders
Holding Since
Sep 2021
19 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, 2026Integrated Wealth Concepts LLC holds $9,140,797 across 17 REIT - Industrial names. PSA ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
20,302 | $2,750,311 | |
| 2 | PSA |
Public Storage
This page
|
6,359 | $2,024,133 | |
| 3 | STAG |
STAG Industrial, Inc.
|
26,746 | $1,017,952 | |
| 4 | CUBE |
CubeSmart
|
22,409 | $891,205 | |
| 5 | LINE |
Lineage, Inc.
|
15,039 | $650,436 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,735 | $397,395 | |
| 7 | COLD |
Americold Realty Trust
|
21,735 | $341,674 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,710 | $288,770 |
All Filings in PSA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,133 | 6,359 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,752,864 | 6,471 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $245,746 | 947 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,569,031 | 8,894 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,180,110 | 7,430 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,225,891 | 4,096 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,305,857 | 4,361 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,519,157 | 4,175 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,207,872 | 11,152 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,195,010 | 11,015 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,125,945 | 10,249 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,566,948 | 9,741 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,449,456 | 8,392 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,295,576 | 4,288 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $374,333 | 1,336 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $342,002 | 1,168 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $381,144 | 1,219 | Shares | Other | 2022-08-08 | |
| 2021-12-31 | $397,782 | 1,062 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $605,786 | 2,039 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||