Position in PSA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$536,352
-$202,337 QoQ
Shares Held
1,685
-38.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#633
of 1,108 holders
Holding Since
Sep 2023
12 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, 2026CAPE ANN SAVINGS BANK holds $1,025,669 across 2 REIT - Industrial names. PSA ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
1,685 | $536,352 | |
| 2 | PLD |
Prologis, Inc.
|
3,612 | $489,317 |
All Filings in PSA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,352 | 1,685 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $738,689 | 2,727 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $724,783 | 2,793 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $806,758 | 2,793 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $808,372 | 2,755 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $814,068 | 2,720 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $808,488 | 2,700 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,013,377 | 2,785 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $743,575 | 2,585 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $744,003 | 2,565 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $779,275 | 2,555 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $615,055 | 2,334 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||