Position in PSA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,027,953
+$1,037,887 QoQ
Shares Held
6,371
+74.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#396
of 1,108 holders
Holding Since
Sep 2024
4 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,386,586 across 5 REIT - Industrial names. PSA ranks #2 (24.2% of the industry book) .
All Filings in PSA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,027,953 | 6,371 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $990,066 | 3,655 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,639 | 962 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $225,235 | 619 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||