REGATTA CAPITAL GROUP, LLC

Position in PSA — Public Storage

CIK 1911488 EL SEGUNDO, CA

Position in PSA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,547,116

+$488,158 QoQ

Shares Held

8,002

+5.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#370

of 1,108 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

REGATTA CAPITAL GROUP, LLC holds $2,756,977 across 2 REIT - Industrial names. PSA ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	8,002	$2,547,116
2	MDV	Modiv Industrial, Inc.	12,061	$209,861

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,547,116	8,002	+5.3%	Shares	Sole	2026-08-12
2026-03-31	$2,058,958	7,601	+8.7%	Shares	Sole	2026-04-15
2025-12-31	$1,814,683	6,993	+6.4%	Shares	Sole	2026-01-13
2025-09-30	$1,899,188	6,575	+4.2%	Shares	Sole	2025-10-17
2025-06-30	$1,850,893	6,308	+77.0%	Shares	Sole	2025-07-15
2025-03-31	$1,066,669	3,564	+2.1%	Shares	Sole	2025-04-14
2024-12-31	$1,045,644	3,492	+2.0%	Shares	Sole	2025-01-21
2024-09-30	$1,246,254	3,425	+1.8%	Shares	Sole	2024-10-15
2024-06-30	$968,229	3,366	+3.9%	Shares	Sole	2024-08-02
2024-03-31	$939,794	3,240	+3.3%	Shares	Sole	2024-04-23
2023-12-31	$956,785	3,137	+0.6%	Shares	Sole	2024-01-22
2023-09-30	$821,391	3,117	-1.6%	Shares	Sole	2023-10-30
2023-06-30	$924,383	3,167	-1.5%	Shares	Sole	2023-07-13
2023-03-31	$971,380	3,215	0.0%	Shares	Sole	2023-05-01
2022-12-31	$900,810	3,215	-6.6%	Shares	Sole	2023-02-07
2022-09-30	$1,007,559	3,441	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$1,067,142	3,413	+3.3%	Shares	Sole	2022-08-09
2022-03-31	$1,289,875	3,305	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$1,234,175	3,295	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.