Plante Moran Financial Advisors, LLC

Position in PSA — Public Storage

CIK 1424717 SOUTHFIELD, MI

Position in PSA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$176,662

+$29,575 QoQ

Shares Held

555

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#885

of 1,108 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $193,955 across 6 REIT - Industrial names. PSA ranks #1 (91.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	555	$176,662
2	EXR	Extra Space Storage Inc.	52	$7,555
3	PLD	Prologis, Inc.	54	$7,315
4	TRNO	Terreno Realty Corp	20	$1,295
5	LXP	LXP Industrial Trust	18	$969
6	CUBE	CubeSmart	4	$159

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$176,662	555	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$147,087	543	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$140,389	541	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$156,556	542	+0.2%	Shares	Sole	2025-11-05
2025-06-30	$158,740	541	0.0%	Shares	Sole	2025-08-05
2025-03-31	$161,915	541	0.0%	Shares	Sole	2025-05-08
2024-12-31	$161,997	541	0.0%	Shares	Sole	2025-02-05
2024-09-30	$196,853	541	0.0%	Shares	Sole	2024-10-30
2024-06-30	$155,618	541	+786.9%	Shares	Sole	2024-08-12
2021-12-31	$22,848	61	-80.4%	Shares	Sole	2022-02-09
2020-12-31	$71,819	311	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.