Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$911,639
+$164,282 QoQ
Shares Held
2,864
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#518
of 1,108 holders
Holding Since
Mar 2020
22 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,984,844 across 6 REIT - Industrial names. PSA ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
25,769 | $3,490,926 | |
| 2 | COLD |
Americold Realty Trust
|
77,801 | $1,223,031 | |
| 3 | PSA |
Public Storage
This page
|
2,864 | $911,639 | |
| 4 | EXR |
Extra Space Storage Inc.
|
3,568 | $518,430 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,228 | $451,236 | |
| 6 | STAG |
STAG Industrial, Inc.
|
10,236 | $389,582 |
All Filings in PSA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,639 | 2,864 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $747,357 | 2,759 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $656,275 | 2,529 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $226,747 | 785 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,574 | 19 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $384,329 | 1,325 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $418,765 | 1,373 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $368,664 | 1,399 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $416,220 | 1,426 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $455,022 | 1,506 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $397,589 | 1,419 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $411,983 | 1,407 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $519,344 | 1,661 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $662,305 | 1,697 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $689,190 | 1,840 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $612,026 | 2,060 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $680,762 | 2,264 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $563,353 | 2,283 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $559,774 | 2,424 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $586,199 | 2,632 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $448,638 | 2,338 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $463,952 | 2,336 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||