Position in PSA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$245,417
+$36,569 QoQ
Shares Held
771
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#819
of 1,108 holders
Holding Since
Sep 2024
4 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, 2026Badgley Phelps Wealth Managers, LLC holds $29,012,877 across 2 REIT - Industrial names. PSA ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
212,353 | $28,767,460 | |
| 2 | PSA |
Public Storage
This page
|
771 | $245,417 |
All Filings in PSA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,417 | 771 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $208,848 | 771 | Shares | Sole | 2026-04-15 | |
| 2025-06-30 | $204,513 | 697 | Shares | Sole | 2025-07-16 | |
| 2024-09-30 | $241,609 | 664 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||