Position in PSA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$92,309
+$15,921 QoQ
Shares Held
290
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#917
of 1,108 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $596,981 across 6 REIT - Industrial names. PSA ranks #2 (15.5% of the industry book) .
All Filings in PSA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,309 | 290 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $76,388 | 282 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $65,653 | 253 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $69,035 | 239 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $103,870 | 354 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $957,129 | 3,198 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $123,069 | 411 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $147,003 | 404 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $79,391 | 276 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $139,808 | 482 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $145,790 | 478 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $124,381 | 472 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $133,972 | 459 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $135,056 | 447 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $33,902 | 121 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $75,544 | 258 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $252,012 | 806 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,887,743 | 25,335 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $493,295 | 1,317 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $321,462 | 1,082 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $372,554 | 1,239 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $99,197 | 402 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||