Position in PSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$265,470
New position
Shares Held
834
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#802
of 1,108 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026AA Financial Advisors, LLC holds $265,470 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
834 | $265,470 |
All Filings in PSA
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,470 | 834 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||