Position in PSA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$308,760
+$49,799 QoQ
Shares Held
970
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#754
of 1,111 holders
Holding Since
Dec 2023
9 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, 2026Planned Solutions, Inc. holds $308,760 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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|
970 | $308,760 |
All Filings in PSA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,760 | 970 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $258,961 | 956 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $274,810 | 1,059 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $303,292 | 1,050 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $277,868 | 947 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $283,427 | 947 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $283,569 | 947 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $344,584 | 947 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $108,275 | 355 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||