Position in PSA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$49,338
-$21,090 QoQ
Shares Held
155
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#950
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Caldwell Trust Co holds $187,073 across 4 REIT - Industrial names. PSA ranks #2 (26.4% of the industry book) .
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,338 | 155 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $70,428 | 260 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $67,470 | 260 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $75,101 | 260 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,671 | 50 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $14,964 | 50 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $14,972 | 50 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $18,193 | 50 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $14,382 | 50 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $14,503 | 50 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $15,250 | 50 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $13,176 | 50 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $14,594 | 50 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $15,107 | 50 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $14,009 | 50 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $14,640 | 50 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $15,633 | 50 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $29,271 | 75 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $28,092 | 75 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $22,282 | 75 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $22,551 | 75 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $18,507 | 75 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $18,705 | 81 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $18,040 | 81 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $15,543 | 81 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $16,087 | 81 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||