Position in PSA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$10,022
+$421 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
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, 2026Addison Advisors LLC holds $16,256 across 1 REIT - Industrial name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
120 | $16,256 |
All Filings in PSA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,022 | 37 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $9,601 | 37 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $12,709 | 44 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $17,605 | 60 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $9,577 | 32 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,582 | 32 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,643 | 32 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,204 | 32 | Shares | Sole | 2024-08-05 | |
| 2022-12-31 | $560 | 2 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $585 | 2 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $625 | 2 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $780 | 2 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $749 | 2 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||