Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$339,000
-$38,335 QoQ
Shares Held
1,065
-23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#732
of 1,111 holders
Holding Since
Jun 2020
20 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, 2026Arkadios Wealth Advisors holds $7,348,787 across 7 REIT - Industrial names. PSA ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
26,717 | $3,619,351 | |
| 2 | EXR |
Extra Space Storage Inc.
|
14,056 | $2,042,336 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
|
29,149 | $947,342 | |
| 4 | PSA |
Public Storage
This page
|
1,065 | $339,000 | |
| 5 | CUBE |
CubeSmart
|
6,091 | $242,238 | |
| 6 | COLD |
Americold Realty Trust
|
10,084 | $158,520 | |
| 7 | 7,468 | $0 |
All Filings in PSA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,000 | 1,065 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $377,335 | 1,393 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $421,947 | 1,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $504,331 | 1,746 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $500,573 | 1,706 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $513,282 | 1,715 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $414,724 | 1,385 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $512,692 | 1,409 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $433,200 | 1,506 | Shares | Sole | 2024-07-29 | |
| 2023-09-30 | $264,574 | 1,004 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $287,793 | 986 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $268,904 | 890 | Shares | Sole | 2023-05-02 | |
| 2022-03-31 | $256,804 | 658 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $302,644 | 808 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $204,107 | 687 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $135,911 | 452 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $30,351 | 123 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,004 | 26 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $60,134 | 270 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $51,042 | 266 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||