Position in PSA
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$19,503
+$15,870 QoQ
Shares Held
72
+414.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Root Financial Partners, LLC holds $261,592 across 1 REIT - Industrial name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,931 | $261,592 |
All Filings in PSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,503 | 72 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,633 | 14 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,332 | 15 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||