Position in PSA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,993,068
+$840,656 QoQ
Shares Held
9,403
+18.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#344
of 1,108 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $4,636,725 across 2 REIT - Industrial names. PSA ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
9,403 | $2,993,068 | |
| 2 | PLD |
Prologis, Inc.
|
12,133 | $1,643,657 |
All Filings in PSA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,993,068 | 9,403 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,152,412 | 7,946 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||