Position in PSA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$244,143
+$33,399 QoQ
Shares Held
767
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#823
of 1,108 holders
Holding Since
Dec 2021
19 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, 2026Legacy Wealth Asset Management, LLC holds $4,449,919 across 8 REIT - Industrial names. PSA ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
8,854 | $1,199,451 | |
| 2 | TRNO |
Terreno Realty Corp
|
13,626 | $882,556 | |
| 3 | COLD |
Americold Realty Trust
|
35,918 | $564,630 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,701 | $547,033 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
15,186 | $508,731 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,023 | $293,941 | |
| 7 | PSA |
Public Storage
This page
|
767 | $244,143 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
3,416 | $209,434 |
All Filings in PSA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,143 | 767 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $210,744 | 778 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $329,565 | 1,270 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $341,420 | 1,182 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $342,421 | 1,167 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $345,380 | 1,154 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $390,769 | 1,305 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $481,400 | 1,323 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $375,670 | 1,306 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $357,353 | 1,232 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $362,950 | 1,190 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $319,386 | 1,212 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $347,045 | 1,189 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $349,273 | 1,156 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $321,377 | 1,147 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $325,019 | 1,110 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $343,624 | 1,099 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $424,234 | 1,087 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $384,673 | 1,027 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||