Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$208,174
-$16,114 QoQ
Shares Held
654
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#870
of 1,108 holders
Holding Since
Dec 2022
14 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, 2026Live Oak Investment Partners holds $208,174 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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|
654 | $208,174 |
All Filings in PSA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,174 | 654 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $224,288 | 828 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $568,564 | 2,191 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $556,325 | 1,926 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $480,328 | 1,637 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $508,493 | 1,699 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $447,033 | 1,493 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $551,963 | 1,517 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $431,159 | 1,499 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $426,085 | 1,397 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $31,885 | 121 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $35,317 | 121 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $36,558 | 121 | Principal | Sole | 2023-05-03 | |
| 2022-12-31 | $33,902 | 121 | Principal | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||