Position in PSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,167,516
+$2,899,984 QoQ
Shares Held
25,659
+32.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#235
of 1,111 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $8,167,516 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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|
25,659 | $8,167,516 |
All Filings in PSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,167,516 | 25,659 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,267,532 | 19,446 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,602,232 | 17,735 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,952,622 | 17,146 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,989,900 | 17,006 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,057,103 | 16,897 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,812,598 | 16,072 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,692,745 | 15,645 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,519,556 | 15,712 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,474,465 | 15,426 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||