Position in PSA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$218,997
+$16,245 QoQ
Shares Held
688
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#854
of 1,108 holders
Holding Since
Mar 2023
10 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, 2026Beverly Hills Private Wealth, LLC holds $738,388 across 2 REIT - Industrial names. PSA ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,834 | $519,391 | |
| 2 | PSA |
Public Storage
This page
|
688 | $218,997 |
All Filings in PSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,997 | 688 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $202,752 | 691 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $232,847 | 778 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $232,964 | 778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $280,543 | 771 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $221,777 | 771 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $223,925 | 772 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $232,410 | 762 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $219,201 | 751 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $229,928 | 761 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||