Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$419,532
+$168,427 QoQ
Shares Held
1,318
+42.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#686
of 1,111 holders
Holding Since
Dec 2024
6 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, 2026AssuredPartners Investment Advisors, LLC holds $4,196,947 across 3 REIT - Industrial names. PSA ranks #2 (10.0% of the industry book) .
All Filings in PSA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,532 | 1,318 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $251,105 | 927 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $347,989 | 1,341 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $287,983 | 997 | Shares | Sole | 2025-10-06 | |
| 2025-03-31 | $355,257 | 1,187 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $397,955 | 1,329 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||