Position in PSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,029,096
+$183,409 QoQ
Shares Held
3,233
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#503
of 1,111 holders
Holding Since
Sep 2021
16 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, 2026Marshall Financial Group, LLC holds $1,029,096 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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|
3,233 | $1,029,096 |
All Filings in PSA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,096 | 3,233 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $845,687 | 3,122 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $795,367 | 3,065 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $907,277 | 3,141 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $883,781 | 3,012 | Shares | Sole | 2025-07-10 | |
| 2024-03-31 | $2,224,470 | 7,669 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,216,130 | 7,266 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,715,251 | 6,509 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,886,128 | 6,462 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,879,310 | 6,220 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,645,275 | 5,872 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,543,401 | 5,271 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,565,226 | 5,006 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,553,314 | 3,980 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,452,543 | 3,878 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $222,230 | 748 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||