Position in PSA
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$45,507
+$9,417 QoQ
Shares Held
168
+36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $391,643 across 1 REIT - Industrial name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,891 | $391,643 |
All Filings in PSA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,507 | 168 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $36,090 | 123 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $36,214 | 121 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $35,956 | 125 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||