Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$511,524
+$105,475 QoQ
Shares Held
1,607
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#642
of 1,108 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Crestmont Private Wealth LLC holds $1,434,887 across 2 REIT - Industrial names. PSA ranks #2 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,816 | $923,363 | |
| 2 | PSA |
Public Storage
This page
|
1,607 | $511,524 |
All Filings in PSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,524 | 1,607 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $406,049 | 1,499 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $223,170 | 860 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $311,380 | 1,078 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $283,150 | 965 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,916 | 962 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $251,798 | 692 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||