Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$300,484
+$44,774 QoQ
Shares Held
944
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#766
of 1,111 holders
Holding Since
Jun 2025
5 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, 2026Rockport Wealth LLC holds $300,484 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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|
944 | $300,484 |
All Filings in PSA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,484 | 944 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $255,710 | 944 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $244,968 | 944 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $272,674 | 944 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $276,988 | 944 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||