Position in PSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,264,009
+$46,133 QoQ
Shares Held
3,971
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#463
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, 2026XML Financial, LLC holds $2,155,632 across 2 REIT - Industrial names. PSA ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
3,971 | $1,264,009 | |
| 2 | NSA |
National Storage Affiliates Trust
|
20,050 | $891,623 |
All Filings in PSA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,009 | 3,971 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,217,876 | 4,496 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,589,697 | 6,126 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,812,243 | 9,736 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,626,989 | 8,953 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,709,771 | 9,054 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,604,229 | 8,697 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,074,337 | 8,449 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,397,850 | 8,336 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,185,021 | 7,533 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,653,100 | 5,420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,095,189 | 4,156 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,180,362 | 4,044 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||