Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,140
+$5,181 QoQ
Shares Held
35
+59.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,023
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, 2026Cornerstone Financial Management LLC holds $43,962 across 7 REIT - Industrial names. PSA ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
163 | $22,081 | |
| 2 | PSA |
Public Storage
This page
|
35 | $11,140 | |
| 3 | EXR |
Extra Space Storage Inc.
|
45 | $6,538 | |
| 4 | IIPR |
Innovative Industrial Properties Inc
|
38 | $2,355 | |
| 5 | CUBE |
CubeSmart
|
28 | $1,113 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
12 | $735 | |
| 7 | NSA |
National Storage Affiliates Trust
|
99 | $0 |
All Filings in PSA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,140 | 35 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,959 | 22 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,633 | 14 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||