CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in PSA — Public Storage
CIK 1766904
RICHMOND, VA
Position in PSA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$245,731
+$170,920 QoQ
Shares Held
772
+198.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#818
of 1,108 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $622,220 across 3 REIT - Industrial names. PSA ranks #2 (39.5% of the industry book) .
All Filings in PSA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,731 | 772 | Shares | Other | 2026-07-17 | |
| 2025-09-30 | $74,811 | 259 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $63,962 | 218 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $62,848 | 210 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $19,163 | 64 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $491,586 | 1,351 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $263,773 | 917 | Shares | Other | 2024-07-22 | |
| 2023-09-30 | $15,020 | 57 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $16,053 | 55 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $16,617 | 55 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,415 | 80 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||