Position in PSA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$640,121
+$107,571 QoQ
Shares Held
2,011
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#600
of 1,111 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Shum Financial Group, Inc. holds $1,927,356 across 2 REIT - Industrial names. PSA ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
9,502 | $1,287,235 | |
| 2 | PSA |
Public Storage
This page
|
2,011 | $640,121 |
All Filings in PSA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $640,121 | 2,011 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $532,550 | 1,966 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $513,291 | 1,978 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $566,723 | 1,962 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $625,216 | 2,089 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $615,049 | 2,054 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $777,590 | 2,137 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||