Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$266,425
-$1,778,458 QoQ
Shares Held
837
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#800
of 1,108 holders
Holding Since
Mar 2021
10 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, 202644 WEALTH MANAGEMENT LLC holds $1,471,945 across 3 REIT - Industrial names. PSA ranks #3 (18.1% 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 | $266,425 | 837 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $2,044,883 | 6,768 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,783,409 | 6,365 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,572,389 | 5,370 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,640,266 | 5,246 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,282,357 | 5,848 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,810,997 | 4,835 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,363,986 | 4,591 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,188,928 | 3,954 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $515,975 | 2,091 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||