Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$386,746
+$23,767 QoQ
Shares Held
1,215
-9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#707
of 1,111 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, 2026Premier Path Wealth Partners, LLC holds $1,770,165 across 2 REIT - Industrial names. PSA ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
10,212 | $1,383,419 | |
| 2 | PSA |
Public Storage
This page
|
1,215 | $386,746 |
All Filings in PSA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,746 | 1,215 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $362,979 | 1,340 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $300,241 | 1,157 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $335,354 | 1,161 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $371,176 | 1,265 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $369,922 | 1,236 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $365,616 | 1,221 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $429,730 | 1,181 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $281,034 | 977 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $201,881 | 696 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||