Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$222,180
+$2,409 QoQ
Shares Held
698
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#851
of 1,108 holders
Holding Since
Dec 2024
4 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, 2026Helium Advisors LLC holds $222,180 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
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|
698 | $222,180 |
All Filings in PSA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,180 | 698 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $219,771 | 749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,365 | 753 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $224,879 | 751 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||