Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$956,521
+$119,773 QoQ
Shares Held
3,005
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#509
of 1,108 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MIDDLETON & CO INC/MA holds $1,295,196 across 2 REIT - Industrial names. PSA ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
3,005 | $956,521 | |
| 2 | PLD |
Prologis, Inc.
|
2,500 | $338,675 |
All Filings in PSA
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,521 | 3,005 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $836,748 | 3,089 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $832,735 | 3,209 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,054,013 | 3,649 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,276,377 | 4,350 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,548,825 | 5,175 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,601,704 | 5,349 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,986,366 | 5,459 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,597,895 | 5,555 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,821,576 | 6,280 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,866,600 | 6,120 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,579,802 | 5,995 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,656,419 | 5,675 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,805,286 | 5,975 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,674,135 | 5,975 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $1,786,909 | 5,715 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,298,749 | 5,890 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,457,113 | 6,560 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,913,324 | 6,440 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,023,643 | 6,730 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,655,759 | 6,710 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,445,621 | 6,260 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,327,411 | 5,960 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $552,643 | 2,880 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||