Position in PSA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$115,864
+$34,330 QoQ
Shares Held
364
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#906
of 1,108 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $185,355 across 4 REIT - Industrial names. PSA ranks #1 (62.5% of the industry book) .
All Filings in PSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,864 | 364 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $81,534 | 301 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $125,598 | 484 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $100,230 | 347 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $95,361 | 325 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $118,818 | 397 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $149,550 | 411 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $98,663 | 343 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $98,910 | 341 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $106,445 | 349 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||