Position in PSA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$301,121
+$43,515 QoQ
Shares Held
946
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#761
of 1,108 holders
Holding Since
Sep 2025
4 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, 2026Outlook Wealth Advisors, LLC holds $301,121 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
946 | $301,121 |
All Filings in PSA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,121 | 946 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $257,606 | 951 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $245,227 | 945 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $269,208 | 932 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||