Position in PSA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$69,073
+$10,293 QoQ
Shares Held
217
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#933
of 1,108 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $211,790 across 4 REIT - Industrial names. PSA ranks #2 (32.6% of the industry book) .
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,073 | 217 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $58,780 | 217 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $56,311 | 217 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $72,790 | 252 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $73,941 | 252 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $75,421 | 252 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $75,458 | 252 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $94,606 | 260 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $74,789 | 260 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $75,415 | 260 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $83,875 | 275 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $72,468 | 275 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $87,564 | 300 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $90,642 | 300 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $84,057 | 300 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $109,803 | 375 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $117,251 | 375 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $146,355 | 375 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $140,460 | 375 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $111,412 | 375 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $123,282 | 410 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $101,171 | 410 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $94,681 | 410 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $91,315 | 410 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $78,674 | 410 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $81,430 | 410 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||