Position in PSA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$276,293
-$75,851 QoQ
Shares Held
868
-33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#789
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, 20264WEALTH ADVISORS, INC. holds $276,293 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
868 | $276,293 |
All Filings in PSA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,293 | 868 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $352,144 | 1,300 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $303,615 | 1,170 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $314,846 | 1,090 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $296,060 | 1,009 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $306,472 | 1,024 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $285,965 | 955 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||