Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,188
+$2,561 QoQ
Shares Held
54
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,006
of 1,108 holders
Holding Since
Dec 2020
17 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, 2026SOA Wealth Advisors, LLC. holds $101,328 across 3 REIT - Industrial names. PSA ranks #2 (17.0% of the industry book) .
All Filings in PSA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,188 | 54 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,627 | 54 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $14,013 | 54 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $15,597 | 54 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,455 | 22 | Shares | Sole | 2025-07-18 | |
| 2023-09-30 | $1,317 | 5 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,459 | 5 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,510 | 5 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,400 | 5 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,464 | 5 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,563 | 5 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,951 | 5 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,872 | 5 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,485 | 5 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,503 | 5 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $246 | 1 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $230 | 1 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||