Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$286,479
+$44,584 QoQ
Shares Held
900
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.70%
of 13F equity value
Holder Rank
#779
of 1,108 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Schwallier Wealth Management LLC holds $286,479 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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|
900 | $286,479 |
All Filings in PSA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,479 | 900 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $241,895 | 893 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $229,398 | 884 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $255,343 | 884 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $260,263 | 887 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $261,579 | 874 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $257,218 | 859 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,925 | 849 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $242,201 | 842 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $241,619 | 833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $251,625 | 825 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||