Position in PSA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,092
-$6,326 QoQ
Shares Held
16
-63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,050
of 1,108 holders
Holding Since
Jun 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, 2026Activest Wealth Management holds $151,018 across 9 REIT - Industrial names. PSA ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
734 | $99,434 | |
| 2 | LINE |
Lineage, Inc.
|
352 | $15,224 | |
| 3 | CUBE |
CubeSmart
|
336 | $13,362 | |
| 4 | EXR |
Extra Space Storage Inc.
|
91 | $13,222 | |
| 5 | PSA |
Public Storage
This page
|
16 | $5,092 | |
| 6 | COLD |
Americold Realty Trust
|
298 | $4,684 | |
| 7 | EGP |
Eastgroup Properties Inc
|
0 | $0 | |
| 8 | NSA |
National Storage Affiliates Trust
|
0 | $0 |
All Filings in PSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,092 | 16 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $11,418 | 44 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,486 | 64 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $15,551 | 53 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,570 | 42 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||