Position in PSA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$245,098
+$38,146 QoQ
Shares Held
770
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#820
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $524,456 across 6 REIT - Industrial names. PSA ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
770 | $245,098 | |
| 2 | EXR |
Extra Space Storage Inc.
|
864 | $125,539 | |
| 3 | PLD |
Prologis, Inc.
|
833 | $112,846 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,249 | $40,592 | |
| 5 | COLD |
Americold Realty Trust
|
13 | $204 | |
| 6 | NSA |
National Storage Affiliates Trust
|
4 | $177 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,098 | 770 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $206,952 | 764 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $220,056 | 848 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $247,255 | 856 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $248,526 | 847 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $295,997 | 989 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $385,079 | 1,286 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $467,936 | 1,286 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $384,300 | 1,336 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $387,520 | 1,336 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $407,480 | 1,336 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $496,998 | 1,886 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $550,485 | 1,886 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $569,836 | 1,886 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $532,361 | 1,900 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $556,339 | 1,900 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $594,698 | 1,902 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $770,803 | 1,975 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $767,848 | 2,050 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $516,656 | 1,739 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $522,899 | 1,739 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $429,115 | 1,739 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $990,458 | 4,289 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,244,782 | 5,589 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,120,445 | 5,839 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,684,015 | 13,514 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||