Position in PSA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$380,062
+$59,882 QoQ
Shares Held
1,194
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#712
of 1,108 holders
Holding Since
Sep 2024
8 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, 2026PDS Planning, Inc holds $1,866,748 across 3 REIT - Industrial names. PSA ranks #3 (20.4% of the industry book) .
All Filings in PSA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,062 | 1,194 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $320,180 | 1,182 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $302,577 | 1,166 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $383,881 | 1,329 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $359,732 | 1,226 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $244,519 | 817 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $211,404 | 706 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $256,528 | 705 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||