Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$444,360
+$145,309 QoQ
Shares Held
1,396
+26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#671
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $6,064,772 across 7 REIT - Industrial names. PSA ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
39,907 | $5,406,201 | |
| 2 | PSA |
Public Storage
This page
|
1,396 | $444,360 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,110 | $161,283 | |
| 4 | STAG |
STAG Industrial, Inc.
|
700 | $26,642 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
215 | $13,325 | |
| 6 | EGP |
Eastgroup Properties Inc
|
64 | $12,961 | |
| 7 | NSA |
National Storage Affiliates Trust
|
270 | $0 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,360 | 1,396 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $299,051 | 1,104 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $270,399 | 1,042 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $300,692 | 1,041 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $314,839 | 1,073 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $281,033 | 939 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $201,523 | 673 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $273,994 | 753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $218,038 | 758 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $219,575 | 757 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $235,155 | 771 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $491,728 | 1,866 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $503,493 | 1,725 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $280,990 | 930 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $185,485 | 662 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $103,654 | 354 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,133 | 1,155 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $457,408 | 1,172 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $474,942 | 1,268 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $361,570 | 1,217 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $365,939 | 1,217 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $280,072 | 1,135 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $278,963 | 1,208 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $249,446 | 1,120 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $232,954 | 1,214 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $212,115 | 1,068 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||