Position in PSA
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$19,854,904
+$1,983,055 QoQ
Shares Held
62,376
-5.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 26%
Shared 3%
None 72%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $90,645,236 across 16 REIT - Industrial names. PSA ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
182,647 | $24,743,188 | |
| 2 | EGP |
Eastgroup Properties Inc
|
98,210 | $19,890,471 | |
| 3 | PSA |
Public Storage
This page
|
62,376 | $19,854,904 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
173,817 | $10,656,719 | |
| 5 | CUBE |
CubeSmart
|
161,619 | $6,427,587 | |
| 6 | EXR |
Extra Space Storage Inc.
|
14,387 | $2,090,430 | |
| 7 | STAG |
STAG Industrial, Inc.
|
42,037 | $1,599,928 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
22,006 | $1,363,931 |
All Filings in PSA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,854,904 | 62,376 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $17,871,849 | 65,977 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $17,437,362 | 67,196 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $17,516,440 | 60,642 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $17,914,756 | 61,055 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $23,322,470 | 77,926 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,681,510 | 79,086 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $29,728,905 | 81,702 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $23,995,187 | 83,418 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $24,891,788 | 85,816 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $25,835,940 | 84,708 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,067,837 | 76,153 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $21,334,967 | 73,095 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $21,695,162 | 71,805 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $15,208,432 | 54,279 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||