Position in PSA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$471,098
+$70,196 QoQ
Shares Held
1,480
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#659
of 1,108 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $471,098 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
|
1,480 | $471,098 |
All Filings in PSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,098 | 1,480 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $400,902 | 1,480 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $384,060 | 1,480 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||