Position in PSA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$230,774
+$1,636 QoQ
Shares Held
725
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#841
of 1,111 holders
Holding Since
Jun 2024
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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $2,431,307 across 5 REIT - Industrial names. PSA ranks #5 (9.5% of the industry book) .
All Filings in PSA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,774 | 725 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $229,138 | 883 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $704,794 | 2,440 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $682,494 | 2,326 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $324,729 | 1,085 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $258,716 | 864 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $283,454 | 779 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $208,833 | 726 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||