Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$797,684
+$142,697 QoQ
Shares Held
2,506
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#545
of 1,108 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $797,684 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
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|
2,506 | $797,684 |
All Filings in PSA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,684 | 2,506 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $654,987 | 2,418 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $652,902 | 2,516 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $779,895 | 2,700 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $811,306 | 2,765 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $827,536 | 2,765 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $835,138 | 2,789 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,043,215 | 2,867 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $824,692 | 2,867 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $872,210 | 3,007 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $805,810 | 2,642 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $745,234 | 2,828 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $840,906 | 2,881 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $847,804 | 2,806 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,008,684 | 3,600 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,054,116 | 3,600 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $1,125,299 | 3,599 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $1,441,694 | 3,694 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $1,383,624 | 3,694 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||