Position in PSA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,920,682
+$369,894 QoQ
Shares Held
6,034
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#407
of 1,108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,775,850 across 9 REIT - Industrial names. PSA ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
6,034 | $1,920,682 | |
| 2 | PLD |
Prologis, Inc.
|
11,507 | $1,558,853 | |
| 3 | LXP |
LXP Industrial Trust
|
1,798 | $96,876 | |
| 4 | EGP |
Eastgroup Properties Inc
|
475 | $96,201 | |
| 5 | EXR |
Extra Space Storage Inc.
|
444 | $64,513 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
|
840 | $27,300 | |
| 7 | CUBE |
CubeSmart
|
188 | $7,476 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
105 | $3,517 |
All Filings in PSA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,920,682 | 6,034 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,550,788 | 5,725 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,430,364 | 5,512 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,562,967 | 5,411 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,321,857 | 4,505 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $175,084 | 585 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $172,178 | 575 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $209,225 | 575 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $165,398 | 575 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $166,784 | 575 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $175,375 | 575 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $151,524 | 575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $167,831 | 575 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $170,709 | 565 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $158,307 | 565 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $171,293 | 585 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $182,911 | 585 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $229,874 | 589 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,687,392 | 4,505 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,355,073 | 4,561 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,624,026 | 5,401 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,127,811 | 8,623 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,993,618 | 8,633 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,111,831 | 9,482 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,781,506 | 9,284 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,750,945 | 8,816 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||