WBH ADVISORY INC

Position in PSA — Public Storage

CIK 1259671 BALTIMORE, MD

Position in PSA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,673,037

+$520,172 QoQ

Shares Held

5,256

+23.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#424

of 1,108 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

WBH ADVISORY INC holds $1,673,037 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	5,256	$1,673,037

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,673,037	5,256	+23.5%	Shares	Sole	2026-08-05
2026-03-31	$1,152,865	4,256	0.0%	Shares	Sole	2026-04-27
2025-12-31	$1,104,432	4,256	-1.2%	Shares	Sole	2026-01-26
2025-09-30	$1,244,654	4,309	-0.1%	Shares	Sole	2025-10-30
2025-06-30	$1,265,813	4,314	-3.6%	Shares	Sole	2025-07-30
2025-03-31	$1,339,921	4,477	+4.8%	Shares	Sole	2025-05-12
2024-12-31	$1,279,507	4,273	-0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,555,180	4,274	0.0%	Shares	Sole	2024-10-15
2024-06-30	$1,229,416	4,274	-0.0%	Shares	Sole	2024-07-11
2024-03-31	$1,240,006	4,275	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$1,309,670	4,294	0.0%	Shares	Sole	2024-01-09
2023-09-30	$1,131,554	4,294	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,253,332	4,294	+0.3%	Shares	Sole	2023-07-12
2023-03-31	$1,294,065	4,283	0.0%	Shares	Sole	2023-04-20
2022-09-30	$1,254,105	4,283	+13.2%	Shares	Sole	2022-10-18
2022-06-30	$1,182,830	3,783	0.0%	Shares	Sole	2022-07-12
2022-03-31	$1,476,429	3,783	-0.3%	Shares	Sole	2022-04-29
2021-12-31	$1,421,455	3,795	0.0%	Shares	Sole	2022-01-28
2021-09-30	$1,127,494	3,795	0.0%	Shares	Sole	2021-10-25
2021-06-30	$1,141,118	3,795	0.0%	Shares	Sole	2021-07-27
2021-03-31	$936,454	3,795	0.0%	Shares	Sole	2021-04-19
2020-12-31	$876,379	3,795	0.0%	Shares	Sole	2021-01-21
2020-09-30	$845,222	3,795	-2.2%	Shares	Sole	2020-10-27
2020-06-30	$744,533	3,880	-0.9%	Shares	Sole	2020-08-05
2020-03-31	$777,558	3,915	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.