Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,431
New position
Shares Held
881
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#784
of 1,108 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Roehl & Yi Investment Advisors, LLC holds $280,431 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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|
881 | $280,431 |
All Filings in PSA
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,431 | 881 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||