Position in PSA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$497,199
-$373,138 QoQ
Shares Held
1,562
-51.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#647
of 1,108 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 73%
Shared 27%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026NORTH DALLAS BANK & TRUST CO holds $843,731 across 2 REIT - Industrial names. PSA ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
1,562 | $497,199 | |
| 2 | PLD |
Prologis, Inc.
|
2,558 | $346,532 |
All Filings in PSA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,199 | 1,562 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $870,337 | 3,213 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $848,564 | 3,270 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $967,992 | 3,299 | Shares | Sole | 2025-08-20 | |
| No filing history on record for this holder in this stock. | ||||||