Position in PSA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$368,124
+$93,314 QoQ
Shares Held
1,359
+28.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Ascentis Independent Advisors holds $2,846 across 1 REIT - Industrial name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIPR |
Innovative Industrial Properties Inc
|
46 | $2,846 |
All Filings in PSA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,124 | 1,359 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $274,810 | 1,059 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $256,498 | 888 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $253,221 | 863 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $233,446 | 780 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $274,287 | 916 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $181,925 | 500 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $232,421 | 808 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $204,350 | 670 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||