Position in PSA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$450,726
+$60,388 QoQ
Shares Held
1,416
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#667
of 1,108 holders
Holding Since
Jun 2024
9 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $450,726 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
1,416 | $450,726 |
All Filings in PSA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,726 | 1,416 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $390,338 | 1,441 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $381,205 | 1,469 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $401,501 | 1,390 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $384,967 | 1,312 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $367,528 | 1,228 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $348,548 | 1,164 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $423,908 | 1,165 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $317,853 | 1,105 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||