Position in PSA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$391,839
+$61,637 QoQ
Shares Held
1,231
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#703
of 1,108 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $446,671 across 3 REIT - Industrial names. PSA ranks #1 (87.7% of the industry book) .
All Filings in PSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,839 | 1,231 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $330,202 | 1,219 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $312,957 | 1,206 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $344,309 | 1,192 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $316,893 | 1,080 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $297,494 | 994 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $294,648 | 984 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||