Position in PSA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$333,907
+$48,400 QoQ
Shares Held
1,049
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#737
of 1,108 holders
Holding Since
Mar 2024
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, 2026Yoder Wealth Management, Inc. holds $667,705 across 2 REIT - Industrial names. PSA ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
1,049 | $333,907 | |
| 2 | PLD |
Prologis, Inc.
|
2,464 | $333,798 |
All Filings in PSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,907 | 1,049 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $285,507 | 1,054 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $252,493 | 973 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $266,608 | 923 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $252,341 | 860 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $242,125 | 809 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $240,749 | 804 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $277,632 | 763 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $209,121 | 727 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $206,232 | 711 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||