Position in PSA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$591,419
+$307,809 QoQ
Shares Held
1,858
+77.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#615
of 1,108 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $2,830,483 across 3 REIT - Industrial names. PSA ranks #2 (20.9% of the industry book) .
All Filings in PSA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,419 | 1,858 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $283,610 | 1,047 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $223,948 | 863 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $356,440 | 1,234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,556 | 888 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $297,494 | 994 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $266,501 | 890 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $298,737 | 821 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||