Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$445,634
+$66,673 QoQ
Shares Held
1,400
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#671
of 1,111 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $946,060 across 2 REIT - Industrial names. PSA ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,694 | $500,426 | |
| 2 | PSA |
Public Storage
This page
|
1,400 | $445,634 |
All Filings in PSA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,634 | 1,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $378,961 | 1,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $320,742 | 1,236 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $272,385 | 943 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $257,622 | 878 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $223,780 | 615 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $4,013,270 | 13,836 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $228,140 | 748 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||