Essex Financial Services, Inc.

Position in PSA — Public Storage

CIK 1315785 ESSEX, CT

Position in PSA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$390,248

-$25,552 QoQ

Shares Held

1,226

-20.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#705

of 1,111 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Essex Financial Services, Inc. holds $624,340 across 2 REIT - Industrial names. PSA ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	1,226	$390,248
2	PLD	Prologis, Inc.	1,728	$234,092

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,248	1,226	-20.1%	Shares	Defined	2026-08-10
2026-03-31	$415,800	1,535	+41.2%	Shares	Defined	2026-04-24
2025-12-31	$282,076	1,087	-30.1%	Shares	Defined	2026-02-10
2025-09-30	$449,161	1,555	+28.4%	Shares	Defined	2025-11-07
2025-06-30	$355,331	1,211	+7.0%	Shares	Defined	2025-07-16
2025-03-31	$338,796	1,132	-12.2%	Shares	Defined	2025-04-25
2024-12-31	$386,277	1,290	-2.9%	Shares	Defined	2025-01-29
2024-09-30	$483,219	1,328	+0.7%	Shares	Defined	2024-10-24
2024-06-30	$379,410	1,319	+26.9%	Shares	Defined	2024-08-09
2024-03-31	$301,372	1,039	-0.5%	Shares	Sole	2024-04-24
2023-12-31	$318,420	1,044	-1.0%	Shares	Sole	2024-02-06
2023-09-30	$278,013	1,055	+0.8%	Shares	Sole	2023-11-15
2023-06-30	$305,598	1,047	-7.9%	Shares	Sole	2023-08-09
2023-03-31	$343,533	1,137	+1.3%	Shares	Sole	2023-05-11
2022-12-31	$314,373	1,122	-0.4%	Shares	Sole	2023-02-10
2022-09-30	$329,704	1,126	+15.1%	Shares	Sole	2022-11-07
2022-06-30	$305,791	978	+0.6%	Shares	Sole	2022-08-01
2022-03-31	$379,352	972	+13.2%	Shares	Sole	2022-04-21
2021-12-31	$321,747	859	0.0%	Shares	Sole	2022-02-11
2021-09-30	$255,208	859	0.0%	Shares	Sole	2021-11-10
2021-06-30	$258,292	859	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.