Position in PSA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,885,363
+$876,162 QoQ
Shares Held
21,631
-2.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#256
of 1,091 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $69,067,652 across 17 REIT - Industrial names. PSA ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
221,976 | $30,071,088 | |
| 2 | EGP |
Eastgroup Properties Inc
|
38,996 | $7,897,859 | |
| 3 | CUBE |
CubeSmart
|
186,070 | $7,400,003 | |
| 4 | PSA |
Public Storage
This page
|
21,631 | $6,885,363 | |
| 5 | EXR |
Extra Space Storage Inc.
|
32,582 | $4,734,164 | |
| 6 | LINE |
Lineage, Inc.
|
82,412 | $3,564,319 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
52,789 | $3,236,493 | |
| 8 | STAG |
STAG Industrial, Inc.
|
45,500 | $1,731,730 |
All Filings in PSA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,885,363 | 21,631 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,009,201 | 22,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,539,107 | 32,906 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,931,238 | 41,306 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,939,871 | 37,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,143,525 | 20,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,698,772 | 22,371 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,464,321 | 12,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,556,216 | 12,363 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,491,742 | 12,038 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,865,170 | 9,394 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,030,685 | 7,706 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,551,030 | 8,740 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,180,242 | 7,216 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,485,567 | 5,302 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,775,307 | 6,063 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,859,761 | 5,948 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,269,087 | 5,814 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,438,385 | 6,510 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,979,280 | 6,662 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,617,411 | 5,379 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,243,423 | 5,039 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $887,694 | 3,844 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $964,600 | 4,331 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $763,338 | 3,978 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,116,386 | 5,621 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||