Pathstone Holdings, LLC

Position in PSA — Public Storage

CIK 2011612 ENGLEWOOD, NJ

Position in PSA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,262,118

+$44,691 QoQ

Shares Held

8,351

-2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 49.383307388336725.ToString("F0")% Shared 0.898096036402826.ToString("F0")% None 49.71859657526045.ToString("F0")%

Real Estate · as of Mar 31, 2026

Pathstone Holdings, LLC holds $39,315,360 across 11 REIT - Industrial names. PSA ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	103,174	$13,637,539
2	EGP	Eastgroup Properties Inc	65,246	$12,076,381
3	STAG	STAG Industrial, Inc.	83,695	$3,018,040
4	PSA	Public Storage This page	8,351	$2,262,118
5	TRNO	Terreno Realty Corp	34,470	$2,117,146
6	EXR	Extra Space Storage Inc.	14,724	$1,930,756
7	CUBE	CubeSmart	48,851	$1,790,387
8	FR	First Industrial Realty Trust Inc	21,179	$1,225,204

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,262,118	8,351	-2.3%	Shares	Defined	2026-05-11
2025-12-31	$2,217,427	8,545	-20.4%	Shares	Defined	2026-02-13
2025-09-30	$3,100,803	10,735	-0.5%	Shares	Defined	2025-11-13
2025-06-30	$3,166,294	10,791	-40.4%	Shares	Other	2025-08-12
2025-03-31	$5,421,038	18,113	+54.3%	Shares	Defined	2025-05-15
2024-12-31	$3,514,826	11,738	+1.3%	Shares	Sole	2025-02-14
2024-09-30	$4,215,433	11,585	-0.6%	Shares	Sole	2024-11-07
2024-06-30	$3,353,422	11,658	+6.9%	Shares	Other	2024-08-14
2024-03-31	$3,163,103	10,905	-1.6%	Shares	Sole	2024-05-13
2023-12-31	$3,381,535	11,087	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.