Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$218,360
+$18,993 QoQ
Shares Held
686
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#857
of 1,111 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, 2026Center for Financial Planning, Inc. holds $218,360 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
686 | $218,360 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,360 | 686 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $199,367 | 736 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $190,992 | 736 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $183,708 | 636 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $186,615 | 636 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $190,348 | 636 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $220,387 | 736 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $267,808 | 736 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $211,710 | 736 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $184,478 | 636 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $193,980 | 636 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $167,598 | 636 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $185,635 | 636 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $192,161 | 636 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $178,200 | 636 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $186,227 | 636 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $198,858 | 636 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $248,218 | 636 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $238,220 | 636 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $188,955 | 636 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $191,238 | 636 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $156,939 | 636 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $146,871 | 636 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $165,035 | 741 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $142,190 | 741 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $147,170 | 741 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||