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Cape Investment Advisory, Inc.

Position in PSA — Public Storage

CIK 1944437 MCDONOUGH, GA

Position in PSA

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$954
-$243 QoQ
Shares Held
3
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,092
of 1,108 holders
Holding Since
Sep 2024
4 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, 2026

Cape Investment Advisory, Inc. holds $182,835 across 6 REIT - Industrial names. PSA ranks #5 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 PSA
Public Storage
This page
3 $954

All Filings in PSA

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $954 3
2025-03-31 $1,197 4
2024-12-31 $7,486 25
2024-09-30 $9,096 25