Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$565,636
+$84,283 QoQ
Shares Held
1,777
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#622
of 1,108 holders
Holding Since
Mar 2020
16 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $849,174 across 2 REIT - Industrial names. PSA ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
1,777 | $565,636 | |
| 2 | PLD |
Prologis, Inc.
|
2,093 | $283,538 |
All Filings in PSA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,636 | 1,777 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $481,353 | 1,777 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $455,682 | 1,756 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $502,887 | 1,741 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $507,910 | 1,731 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $510,888 | 1,707 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $505,754 | 1,689 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $608,026 | 1,671 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $554 | 6,226 | Shares | Sole | 2024-08-07 | |
| 2021-09-30 | $71,601 | 241 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $72,165 | 240 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $58,235 | 236 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $54,499 | 236 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $52,116 | 234 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $44,518 | 232 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $45,680 | 230 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||