Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,199,710
+$188,245 QoQ
Shares Held
3,769
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#476
of 1,118 holders
Holding Since
Sep 2023
12 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, 2026Summit Financial, LLC holds $6,037,623 across 4 REIT - Industrial names. PSA ranks #3 (19.9% of the industry book) .
All Filings in PSA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,710 | 3,769 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,011,465 | 3,734 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $398,592 | 1,536 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $465,626 | 1,612 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $479,448 | 1,634 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $525,852 | 1,757 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $492,578 | 1,645 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $622,217 | 1,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $457,075 | 1,589 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $346,911 | 1,196 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $330,925 | 1,085 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $304,892 | 1,157 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||