Position in PSA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$383,881
+$84,017 QoQ
Shares Held
1,206
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#710
of 1,108 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, 2026Quotient Wealth Partners, LLC holds $916,684 across 2 REIT - Industrial names. PSA ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,933 | $532,803 | |
| 2 | PSA |
Public Storage
This page
|
1,206 | $383,881 |
All Filings in PSA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,881 | 1,206 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $299,864 | 1,107 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $247,303 | 953 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $271,519 | 940 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $309,264 | 1,054 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,170 | 886 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $299,739 | 1,001 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $477,761 | 1,313 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $393,505 | 1,368 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $237,849 | 820 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||