Position in PSA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$521,391
+$61,979 QoQ
Shares Held
1,638
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#637
of 1,108 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $1,695,780 across 2 REIT - Industrial names. PSA ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
8,669 | $1,174,389 | |
| 2 | PSA |
Public Storage
This page
|
1,638 | $521,391 |
All Filings in PSA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,391 | 1,638 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $459,412 | 1,696 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $465,802 | 1,795 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $606,873 | 2,101 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $269,652 | 919 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $275,047 | 919 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $285,366 | 953 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $296,190 | 814 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $240,475 | 836 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||