Position in PSA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$202,445
+$12,002 QoQ
Shares Held
636
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#877
of 1,111 holders
Holding Since
Dec 2024
2 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, 2026Wingate Wealth Advisors, Inc. holds $202,445 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
636 | $202,445 |
All Filings in PSA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,445 | 636 | Shares | Sole | 2026-07-29 | |
| 2024-12-31 | $190,443 | 636 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||