Position in PSA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$881,718
+$82,622 QoQ
Shares Held
2,770
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#528
of 1,108 holders
Holding Since
Jun 2023
13 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,132,066 across 2 REIT - Industrial names. PSA ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
2,770 | $881,718 | |
| 2 | PLD |
Prologis, Inc.
|
1,848 | $250,348 |
All Filings in PSA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,718 | 2,770 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $799,096 | 2,950 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $690,789 | 2,662 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $643,846 | 2,229 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $573,636 | 1,955 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $449,832 | 1,503 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $421,611 | 1,408 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $521,061 | 1,432 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $332,235 | 1,155 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $306,593 | 1,057 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $319,945 | 1,049 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $285,655 | 1,084 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $719,192 | 2,464 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||