GRIMES & Co WEALTH MANAGEMENT, LLC

Position in PSA — Public Storage

CIK 1321993 WESTBOROUGH, MA

Position in PSA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$236,822

+$30,520 QoQ

Shares Held

744

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#833

of 1,111 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $487,847 across 2 REIT - Industrial names. PSA ranks #2 (48.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PLD	Prologis, Inc.	1,853	$251,025
2	PSA	Public Storage This page	744	$236,822

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,822	744	-6.4%	Shares	Sole	2026-07-17
2025-12-31	$206,302	795	-0.9%	Shares	Sole	2026-02-03
2025-09-30	$231,657	802	-4.5%	Shares	Sole	2025-10-27
2025-06-30	$246,472	840	+1.7%	Shares	Sole	2025-07-22
2025-03-31	$247,213	826	+2.9%	Shares	Sole	2025-04-17
2024-12-31	$240,450	803	+1.5%	Shares	Sole	2025-01-21
2024-09-30	$287,821	791	+0.9%	Shares	Sole	2024-10-22
2024-06-30	$225,517	784	+0.6%	Shares	Sole	2024-07-22
2024-03-31	$225,956	779	+0.6%	Shares	Sole	2024-04-17
2023-12-31	$236,070	774	+1.3%	Shares	Sole	2024-01-24
2023-09-30	$201,329	764	+1.5%	Shares	Sole	2023-10-19
2023-06-30	$219,785	753	+32.1%	Shares	Sole	2023-07-19
2022-03-31	$222,459	570	-8.4%	Shares	Sole	2022-05-06
2021-12-31	$232,976	622	-35.3%	Shares	Sole	2022-02-01
2020-12-31	$221,923	961	0.0%	Shares	Sole	2021-02-02
2020-09-30	$214,033	961	-17.3%	Shares	Sole	2020-11-12
2020-06-30	$222,976	1,162	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.