Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$886,175
+$320,307 QoQ
Shares Held
2,784
+33.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#526
of 1,108 holders
Holding Since
Jun 2025
5 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, 2026Callan Family Office, LLC holds $5,454,277 across 4 REIT - Industrial names. PSA ranks #2 (16.2% of the industry book) .
All Filings in PSA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,175 | 2,784 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $565,868 | 2,089 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $620,464 | 2,391 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $645,002 | 2,233 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $966,818 | 3,295 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||