Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,273
+$190 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,085
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, 2026Private Wealth Management Group, LLC holds $69,387 across 10 REIT - Industrial names. PSA ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
181 | $24,520 | |
| 2 | EXR |
Extra Space Storage Inc.
|
97 | $14,094 | |
| 3 | REXR |
Rexford Industrial Realty, Inc.
|
246 | $8,241 | |
| 4 | LINE |
Lineage, Inc.
|
149 | $6,444 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
74 | $4,536 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
468 | $4,151 | |
| 7 | TRNO |
Terreno Realty Corp
|
45 | $2,914 | |
| 8 | COLD |
Americold Realty Trust
|
164 | $2,578 |
All Filings in PSA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,273 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,083 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,038 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,155 | 4 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,173 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,197 | 4 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,197 | 4 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,455 | 4 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,150 | 4 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,320 | 8 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,440 | 8 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||