Position in PSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,128,961
+$13,086,836 QoQ
Shares Held
132,352
+23.4% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#98
of 1,117 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Derivatives in PSA
reported options exposure · as of Jun 30, 2026CallValue
$159,155
CallShares
500
PutValue
$190,986
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $484,561,457 across 13 REIT - Industrial names. PSA ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,890,501 | $391,576,167 | |
| 2 | PSA |
Public Storage
This page
|
132,352 | $42,128,961 | |
| 3 | EXR |
Extra Space Storage Inc.
|
159,331 | $23,150,792 | |
| 4 | STAG |
STAG Industrial, Inc.
|
200,275 | $7,622,463 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
176,901 | $5,926,183 | |
| 6 | LINE |
Lineage, Inc.
|
96,459 | $4,171,851 | |
| 7 | COLD |
Americold Realty Trust
|
163,339 | $2,567,687 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
40,343 | $2,473,427 |
All Filings in PSA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,155 | 500 | Call | Defined | 2026-08-12 | |
| 2026-06-30 | $42,128,961 | 132,352 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $190,986 | 600 | Put | Defined | 2026-08-12 | |
| 2026-03-31 | $29,042,125 | 107,214 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $31,137,662 | 119,991 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $34,144,665 | 118,209 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,852,766 | 111,965 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $40,059,962 | 133,850 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,530,366 | 165,410 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $71,380,010 | 196,169 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $55,109,710 | 191,586 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,973,075 | 182,628 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $66,544,290 | 218,178 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $70,575,924 | 267,820 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $90,964,397 | 311,650 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $78,495,969 | 259,800 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $161,951,777 | 578,007 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $103,505,989 | 353,492 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $95,821,469 | 306,462 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $153,664,940 | 393,730 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $180,554,771 | 482,045 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $225,524,744 | 759,087 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $210,690,772 | 700,691 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $68,422,597 | 277,284 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $53,868,808 | 233,269 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $45,411,491 | 203,895 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $40,799,074 | 212,617 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $39,738,484 | 200,083 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||