Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$827,923
+$384,495 QoQ
Shares Held
2,601
+58.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#539
of 1,108 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,685,469 across 2 REIT - Industrial names. PSA ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
35,857 | $4,857,546 | |
| 2 | PSA |
Public Storage
This page
|
2,601 | $827,923 |
All Filings in PSA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,923 | 2,601 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $443,428 | 1,637 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $270,398 | 1,042 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $333,910 | 1,156 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $404,919 | 1,380 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $455,219 | 1,521 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $275,184 | 919 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $270,718 | 744 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||