Position in PSA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$153,425
+$46,699 QoQ
Shares Held
482
+22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#896
of 1,108 holders
Holding Since
Mar 2020
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, 2026Golden State Wealth Management, LLC holds $304,209 across 4 REIT - Industrial names. PSA ranks #1 (50.4% of the industry book) .
All Filings in PSA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,425 | 482 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $106,726 | 394 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $115,996 | 447 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $52,281 | 181 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,431 | 56 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,978 | 30 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,079 | 37 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $6,156 | 31 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||