Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$524,893
+$304,397 QoQ
Shares Held
1,649
+102.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#636
of 1,108 holders
Holding Since
Mar 2024
4 quarters on record
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,753,199 across 2 REIT - Industrial names. PSA ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
9,067 | $1,228,306 | |
| 2 | PSA |
Public Storage
This page
|
1,649 | $524,893 |
All Filings in PSA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,893 | 1,649 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $220,496 | 814 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $377,684 | 1,313 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $355,323 | 1,225 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||