Position in PSA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$302,076
+$231,106 QoQ
Shares Held
949
+262.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#745
of 1,091 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, 2026Clearstead Advisors, LLC holds $2,433,594 across 15 REIT - Industrial names. PSA ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
9,421 | $1,276,262 | |
| 2 | PSA |
Public Storage
This page
|
949 | $302,076 | |
| 3 | EXR |
Extra Space Storage Inc.
|
2,024 | $294,087 | |
| 4 | COLD |
Americold Realty Trust
|
15,202 | $238,975 | |
| 5 | EGP |
Eastgroup Properties Inc
|
720 | $145,821 | |
| 6 | CUBE |
CubeSmart
|
1,583 | $62,955 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,823 | $59,247 | |
| 8 | LINE |
Lineage, Inc.
|
579 | $25,041 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,076 | 949 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $70,970 | 262 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $193,327 | 745 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $160,889 | 557 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $141,721 | 483 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $79,311 | 265 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $77,554 | 259 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $96,789 | 266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,049 | 247 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $85,857 | 296 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $98,820 | 324 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $71,150 | 270 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $86,104 | 295 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $91,246 | 302 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $82,656 | 295 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $94,284 | 322 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $84,420 | 270 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $92,496 | 237 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $88,770 | 237 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,130 | 162 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,481 | 118 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $27,143 | 110 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,402 | 110 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,499 | 110 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,107 | 110 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $21,847 | 110 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||