Position in PSA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$954
+$142 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,090
of 1,108 holders
Holding Since
Sep 2024
8 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, 2026Valued Wealth Advisors LLC holds $517,752 across 3 REIT - Industrial names. PSA ranks #2 (0.2% of the industry book) .
All Filings in PSA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954 | 3 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $812 | 3 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $778 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $866 | 3 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $880 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $897 | 3 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $898 | 3 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,091 | 3 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||