Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,185,704
+$925,931 QoQ
Shares Held
3,725
+288.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 1,108 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Derivatives in PSA
reported options exposure · as of Jun 30, 2023CallValue
$8,756,400
CallShares
30,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Cresset Asset Management, LLC holds $9,927,602 across 8 REIT - Industrial names. PSA ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
38,024 | $5,151,111 | |
| 2 | LINE |
Lineage, Inc.
|
35,089 | $1,517,599 | |
| 3 | PSA |
Public Storage
This page
|
3,725 | $1,185,704 | |
| 4 | EXR |
Extra Space Storage Inc.
|
4,348 | $631,764 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,259 | $457,515 | |
| 6 | STAG |
STAG Industrial, Inc.
|
11,219 | $426,995 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,687 | $287,359 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
|
8,294 | $269,555 |
All Filings in PSA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,704 | 3,725 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $259,773 | 959 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,106,767 | 4,265 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $952,916 | 3,299 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $926,620 | 3,158 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $592,594 | 1,980 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $716,260 | 2,392 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $289,276 | 795 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $8,756,400 | 30,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $146,231 | 501 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $417,255 | 1,381 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $261,479 | 893 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $324,864 | 1,039 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $764,168 | 1,958 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $734,137 | 1,960 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $498,533 | 1,678 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $418,560 | 1,392 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $214,341 | 1,117 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $272,691 | 1,373 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||