Position in PSA
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,829,775
-$73,245 QoQ
Shares Held
8,890
-17.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#357
of 1,108 holders
Holding Since
Mar 2022
17 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, 2026Beacon Pointe Advisors, LLC holds $8,435,616 across 6 REIT - Industrial names. PSA ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
22,427 | $3,038,185 | |
| 2 | PSA |
Public Storage
This page
|
8,890 | $2,829,775 | |
| 3 | EXR |
Extra Space Storage Inc.
|
9,069 | $1,317,725 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,282 | $462,173 | |
| 5 | STAG |
STAG Industrial, Inc.
|
12,062 | $459,079 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
5,303 | $328,679 |
All Filings in PSA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,829,775 | 8,890 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,903,020 | 10,717 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,553,480 | 9,840 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,653,087 | 9,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,966,182 | 10,109 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,100,943 | 10,361 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,067,463 | 10,244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,845,378 | 10,568 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,110,934 | 10,815 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,003,571 | 10,355 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,488,895 | 11,439 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,996,222 | 11,370 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,135,413 | 3,890 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1,060,519 | 3,785 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,127,025 | 3,849 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,193,774 | 3,818 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,656,348 | 4,244 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||