Position in PSA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,141,271
+$1,689,985 QoQ
Shares Held
6,727
+303.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#391
of 1,111 holders
Holding Since
Jun 2025
5 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, 2026Confluence Wealth Services, Inc. holds $2,361,274 across 2 REIT - Industrial names. PSA ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
6,727 | $2,141,271 | |
| 2 | PLD |
Prologis, Inc.
|
1,624 | $220,003 |
All Filings in PSA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,141,271 | 6,727 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $451,286 | 1,666 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $432,846 | 1,668 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $476,313 | 1,649 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $287,551 | 980 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||