Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$269,290
-$25,427 QoQ
Shares Held
846
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#795
of 1,108 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $269,290 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
846 | $269,290 |
All Filings in PSA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,290 | 846 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $294,717 | 1,088 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $282,336 | 1,088 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $316,290 | 1,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $313,959 | 1,070 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $309,465 | 1,034 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $311,118 | 1,039 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $378,060 | 1,039 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $261,473 | 909 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $241,910 | 834 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $226,615 | 743 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||