Position in PSA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,250,639
+$180,122 QoQ
Shares Held
3,929
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#465
of 1,108 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $11,128,136 across 8 REIT - Industrial names. PSA ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
24,960 | $3,381,331 | |
| 2 | PSA |
Public Storage
This page
|
3,929 | $1,250,639 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
19,418 | $1,190,517 | |
| 4 | EGP |
Eastgroup Properties Inc
|
5,745 | $1,163,534 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
17,061 | $1,057,440 | |
| 6 | TRNO |
Terreno Realty Corp
|
16,132 | $1,044,869 | |
| 7 | STAG |
STAG Industrial, Inc.
|
26,813 | $1,020,502 | |
| 8 | CUBE |
CubeSmart
|
25,630 | $1,019,304 |
All Filings in PSA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,639 | 3,929 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,070,517 | 3,952 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,512,884 | 5,830 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $1,799,535 | 6,230 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,865,270 | 6,357 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,981,598 | 6,621 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $11,391,595 | 38,043 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,843,070 | 38,044 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,143,273 | 38,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,307,989 | 38,985 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,547,985 | 50,977 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $21,547,766 | 81,769 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||