J.W. COLE ADVISORS, INC.

Position in PSA — Public Storage

CIK 1404763 TAMPA, FL

Position in PSA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,404,065

+$234,677 QoQ

Shares Held

4,411

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#446

of 1,108 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $5,193,042 across 5 REIT - Industrial names. PSA ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	13,794	$1,868,673
2	PSA	Public Storage This page	4,411	$1,404,065
3	EGP	Eastgroup Properties Inc	4,046	$819,436
4	EXR	Extra Space Storage Inc.	4,127	$599,653
5	SMA	SmartStop Self Storage REIT, Inc.	15,422	$501,215

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,404,065	4,411	+2.2%	Shares	Sole	2026-07-21
2026-03-31	$1,169,388	4,317	+10.4%	Shares	Sole	2026-04-23
2025-12-31	$1,014,645	3,910	-21.4%	Shares	Sole	2026-02-11
2025-09-30	$1,436,739	4,974	+57.5%	Shares	Sole	2025-11-05
2025-06-30	$926,620	3,158	+9.8%	Shares	Sole	2025-08-12
2025-03-31	$861,057	2,877	+46.7%	Shares	Sole	2025-05-05
2024-12-31	$587,201	1,961	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$711,729	1,956	0.0%	Shares	Sole	2024-10-24
2024-06-30	$562,643	1,956	+3.4%	Shares	Sole	2024-08-08
2024-03-31	$548,503	1,891	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$571,875	1,875	+34.3%	Shares	Sole	2024-01-31
2023-03-31	$421,787	1,396	+1.2%	Shares	Sole	2023-05-03
2022-12-31	$386,382	1,379	-8.2%	Shares	Sole	2023-02-14
2022-09-30	$439,800	1,502	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$469,317	1,501	-5.7%	Shares	Sole	2022-07-27
2022-03-31	$621,325	1,592	+11.8%	Shares	Sole	2022-06-10
2021-12-31	$533,373	1,424	-42.2%	Shares	Sole	2022-01-25
2020-09-30	$548,559	2,463	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.