Position in PSA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$265,788
New position
Shares Held
835
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#802
of 1,111 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Convergence Financial, LLC holds $610,152 across 2 REIT - Industrial names. PSA ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,542 | $344,364 | |
| 2 | PSA |
Public Storage
This page
|
835 | $265,788 |
All Filings in PSA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,788 | 835 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||