Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$680,228
+$99,462 QoQ
Shares Held
2,137
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#581
of 1,108 holders
Holding Since
Jun 2023
13 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $1,795,958 across 2 REIT - Industrial names. PSA ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
8,236 | $1,115,730 | |
| 2 | PSA |
Public Storage
This page
|
2,137 | $680,228 |
All Filings in PSA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,228 | 2,137 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $580,766 | 2,144 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $752,809 | 2,901 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $850,085 | 2,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $625,278 | 2,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $635,391 | 2,123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $635,711 | 2,123 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $772,132 | 2,122 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $595,147 | 2,069 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $592,012 | 2,041 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $631,960 | 2,072 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $536,526 | 2,036 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $591,640 | 2,027 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||