Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$293,481
+$40,750 QoQ
Shares Held
922
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#771
of 1,108 holders
Holding Since
Dec 2022
15 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, 2026Heartland Bank & Trust Co holds $928,157 across 2 REIT - Industrial names. PSA ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,685 | $634,676 | |
| 2 | PSA |
Public Storage
This page
|
922 | $293,481 |
All Filings in PSA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,481 | 922 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $252,731 | 933 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $234,847 | 905 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $267,475 | 926 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $273,174 | 931 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $498,617 | 1,666 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $421,611 | 1,408 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $530,886 | 1,459 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $434,351 | 1,510 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $419,136 | 1,445 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $459,025 | 1,505 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $417,942 | 1,586 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $456,208 | 1,563 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $515,450 | 1,706 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $446,342 | 1,593 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||