EVERMAY WEALTH MANAGEMENT LLC

Position in PSA — Public Storage

CIK 1066816 ARLINGTON, VA

Position in PSA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$284,887

+$157,574 QoQ

Shares Held

895

+90.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#781

of 1,108 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $340,294 across 2 REIT - Industrial names. PSA ranks #1 (83.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	895	$284,887
2	PLD	Prologis, Inc.	409	$55,407

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,887	895	+90.4%	Shares	Sole	2026-07-27
2026-03-31	$127,313	470	-28.7%	Shares	Sole	2026-05-12
2025-12-31	$171,010	659	+63.1%	Shares	Sole	2026-01-22
2025-09-30	$116,695	404	+24.7%	Shares	Sole	2025-11-05
2025-06-30	$95,068	324	+13.3%	Shares	Sole	2025-07-30
2025-03-31	$85,596	286	-37.1%	Shares	Sole	2025-05-07
2024-12-31	$136,245	455	-1.1%	Shares	Sole	2025-01-24
2024-09-30	$167,380	460	-6.9%	Shares	Sole	2024-10-25
2024-06-30	$142,099	494	-2.0%	Shares	Sole	2024-08-01
2024-03-31	$146,190	504	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$152,195	499	-1.4%	Shares	Sole	2024-02-12
2023-09-30	$133,341	506	+3.7%	Shares	Sole	2023-11-14
2023-06-30	$142,437	488	-7.2%	Shares	Sole	2023-08-10
2023-03-31	$158,925	526	+24.6%	Shares	Sole	2023-05-15
2022-12-31	$118,240	422	+37.5%	Shares	Sole	2023-01-19
2022-09-30	$89,892	307	+53.5%	Shares	Sole	2022-11-14
2022-06-30	$62,534	200	0.0%	Shares	Sole	2022-08-15
2022-03-31	$78,056	200	0.0%	Shares	Sole	2022-05-16
2021-12-31	$74,912	200	+952.6%	Shares	Sole	2022-02-14
2021-09-30	$5,644	19	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.