Position in PSA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,760,326
-$145,039 QoQ
Shares Held
14,955
-17.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#299
of 1,119 holders
Holding Since
Dec 2022
13 quarters on record
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $26,227,854 across 9 REIT - Industrial names. PSA ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
70,809 | $9,592,495 | |
| 2 | CUBE |
CubeSmart
|
136,186 | $5,416,117 | |
| 3 | PSA |
Public Storage
This page
|
14,955 | $4,760,326 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
73,883 | $2,401,197 | |
| 5 | EXR |
Extra Space Storage Inc.
|
13,133 | $1,908,224 | |
| 6 | STAG |
STAG Industrial, Inc.
|
23,475 | $893,458 | |
| 7 | COLD |
Americold Realty Trust
|
42,952 | $675,205 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,876 | $298,947 |
All Filings in PSA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,760,326 | 14,955 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,905,365 | 18,109 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,498,106 | 32,748 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,467,058 | 32,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,443,135 | 32,183 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $9,648,511 | 32,238 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,779,281 | 29,319 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,188,678 | 6,015 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,484,077 | 26,018 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,589,419 | 26,165 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,022,665 | 3,353 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $545,523 | 1,869 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $203,978 | 728 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||