Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$320,219
+$95,389 QoQ
Shares Held
1,006
+21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#744
of 1,108 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $3,242,271 across 6 REIT - Industrial names. PSA ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,978 | $1,622,659 | |
| 2 | EGP |
Eastgroup Properties Inc
|
2,345 | $474,932 | |
| 3 | PSA |
Public Storage
This page
|
1,006 | $320,219 | |
| 4 | STAG |
STAG Industrial, Inc.
|
7,421 | $282,443 | |
| 5 | TRNO |
Terreno Realty Corp
|
4,207 | $272,487 | |
| 6 | EXR |
Extra Space Storage Inc.
|
1,855 | $269,531 |
All Filings in PSA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,219 | 1,006 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $224,830 | 830 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $817,944 | 3,152 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $547,948 | 1,897 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $547,815 | 1,867 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $597,682 | 1,997 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $741,413 | 2,476 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $851,091 | 2,339 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $678,278 | 2,358 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $688,602 | 2,374 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $730,780 | 2,396 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $673,030 | 2,554 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $751,591 | 2,575 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $778,312 | 2,576 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $659,847 | 2,355 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $707,136 | 2,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $553,738 | 1,771 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||