Position in PSA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$27,374
+$4,079 QoQ
Shares Held
86
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#987
of 1,108 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $27,374 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
|
86 | $27,374 |
All Filings in PSA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,374 | 86 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $23,295 | 86 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,317 | 86 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $24,841 | 86 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $25,234 | 86 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||