HEADINVEST, LLC

Position in PSA — Public Storage

CIK 1372130 Portland, ME

Position in PSA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$274,701

+$34,431 QoQ

Shares Held

863

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#791

of 1,111 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HEADINVEST, LLC holds $274,701 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	863	$274,701

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,701	863	-2.7%	Shares	Sole	2026-08-14
2026-03-31	$240,270	887	-5.3%	Shares	Sole	2026-05-15
2025-12-31	$243,151	937	-3.5%	Shares	Sole	2026-02-02
2025-09-30	$280,473	971	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$286,964	978	-2.4%	Shares	Sole	2025-08-14
2025-03-31	$299,888	1,002	0.0%	Shares	Sole	2025-05-15
2024-12-31	$300,038	1,002	0.0%	Shares	Sole	2025-02-18
2024-09-30	$364,597	1,002	0.0%	Shares	Sole	2024-11-15
2024-06-30	$288,225	1,002	0.0%	Shares	Sole	2024-08-14
2024-03-31	$290,640	1,002	0.0%	Shares	Sole	2024-08-14
2023-12-31	$305,610	1,002	0.0%	Shares	Sole	2024-02-12
2023-09-30	$264,047	1,002	0.0%	Shares	Sole	2023-12-11
2023-06-30	$292,463	1,002	-2.2%	Shares	Sole	2023-08-23
2023-03-31	$309,693	1,025	0.0%	Shares	Sole	2023-05-17
2022-12-31	$287,194	1,025	-7.1%	Shares	Sole	2023-02-13
2022-09-30	$322,969	1,103	+1.4%	Shares	Sole	2022-12-28
2022-06-30	$340,184	1,088	0.0%	Shares	Sole	2022-08-12
2022-03-31	$424,624	1,088	-1.9%	Shares	Sole	2022-05-13
2021-12-31	$415,387	1,109	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$325,324	1,095	-2.7%	Shares	Sole	2021-11-16
2021-06-30	$338,276	1,125	+3.4%	Shares	Sole	2021-08-30
2021-03-31	$268,474	1,088	+18.1%	Shares	Sole	2021-05-13
2020-12-31	$212,686	921	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.