Position in PSA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$236,504
+$53,931 QoQ
Shares Held
743
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#834
of 1,108 holders
Holding Since
Mar 2026
2 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, 2026Apella Capital, LLC holds $468,157 across 2 REIT - Industrial names. PSA ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
743 | $236,504 | |
| 2 | PLD |
Prologis, Inc.
|
1,710 | $231,653 |
All Filings in PSA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,504 | 743 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $182,573 | 674 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||