Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$253,374
+$42,088 QoQ
Shares Held
796
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#813
of 1,111 holders
Holding Since
Jun 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $4,972,723 across 3 REIT - Industrial names. PSA ranks #3 (5.1% of the industry book) .
All Filings in PSA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,374 | 796 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $211,286 | 780 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $272,475 | 1,050 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $325,533 | 1,127 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $330,977 | 1,128 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $342,986 | 1,146 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $600,077 | 2,004 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $593,108 | 1,630 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $604,352 | 2,101 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $541,251 | 1,866 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $507,215 | 1,663 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $664,610 | 2,277 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||