Position in PSA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,153,406
+$3,582,590 QoQ
Shares Held
53,889
+7.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#159
of 1,117 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $166,141,574 across 17 REIT - Industrial names. PSA ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
798,570 | $108,182,277 | |
| 2 | PSA |
Public Storage
This page
|
53,889 | $17,153,406 | |
| 3 | STAG |
STAG Industrial, Inc.
|
416,857 | $15,865,577 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
345,361 | $11,569,593 | |
| 5 | COLD |
Americold Realty Trust
|
440,899 | $6,930,932 | |
| 6 | EGP |
Eastgroup Properties Inc
|
14,913 | $3,020,329 | |
| 7 | EXR |
Extra Space Storage Inc.
|
8,437 | $1,225,896 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
17,670 | $1,083,347 |
All Filings in PSA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,153,406 | 53,889 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,570,816 | 50,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,972,438 | 42,283 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,870,001 | 41,094 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,058,437 | 34,280 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,262,797 | 27,608 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $5,759,428 | 19,234 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,558,563 | 12,528 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,877,491 | 6,527 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $300,501 | 1,036 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $175,070 | 574 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $169,970 | 645 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $198,186 | 679 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $226,605 | 750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $181,563 | 648 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $189,740 | 648 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $202,610 | 648 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $268,902 | 689 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $275,301 | 735 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $129,238 | 435 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $130,800 | 435 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $110,548 | 448 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $104,611 | 453 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||