Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$231,411
+$24,017 QoQ
Shares Held
727
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#839
of 1,111 holders
Holding Since
Jun 2022
14 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, 2026WEALTH ALLIANCE, LLC holds $3,353,859 across 2 REIT - Industrial names. PSA ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
23,049 | $3,122,448 | |
| 2 | PSA |
Public Storage
This page
|
727 | $231,411 |
All Filings in PSA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,411 | 727 | Shares | Defined | 2026-08-11 | |
| 2025-09-30 | $207,394 | 718 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $208,621 | 711 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $211,897 | 708 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $210,506 | 703 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $253,253 | 696 | Shares | Defined | 2024-11-04 | |
| 2024-03-31 | $206,812 | 713 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $256,505 | 841 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $223,201 | 847 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $234,671 | 804 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $292,169 | 967 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $225,833 | 806 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $277,583 | 948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $257,014 | 822 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||