Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,093,842
+$482,649 QoQ
Shares Held
6,578
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#393
of 1,108 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $9,554,590 across 4 REIT - Industrial names. PSA ranks #2 (21.9% of the industry book) .
All Filings in PSA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,093,842 | 6,578 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,611,193 | 5,948 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,708,029 | 6,582 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,122,469 | 7,348 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,999,070 | 6,813 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,262,405 | 4,218 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $384,181 | 1,283 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,857,920 | 5,106 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,228,265 | 4,270 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,512,082 | 5,213 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,515,850 | 4,970 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||