Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,997,973
+$536,669 QoQ
Shares Held
12,560
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#313
of 1,108 holders
Holding Since
Sep 2024
8 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, 2026SGL Investment Advisors, Inc. holds $4,314,295 across 2 REIT - Industrial names. PSA ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
12,560 | $3,997,973 | |
| 2 | PLD |
Prologis, Inc.
|
2,335 | $316,322 |
All Filings in PSA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,997,973 | 12,560 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,461,304 | 12,778 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,444,603 | 13,274 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,981,797 | 13,785 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,231,703 | 14,422 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,240,939 | 14,170 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,347,569 | 14,519 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,165,134 | 14,195 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||