Crestwood Advisors Group, LLC

Position in PSA — Public Storage

CIK 1426853 BOSTON, MA

Position in PSA

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$268,171

+$28,393 QoQ

Shares Held

990

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Crestwood Advisors Group, LLC holds $12,282,102 across 5 REIT - Industrial names. PSA ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc.	292,533	$10,548,739
2	PLD	Prologis, Inc.	6,127	$809,866
3	EGP	Eastgroup Properties Inc	2,251	$416,637
4	PSA	Public Storage This page	990	$268,171
5	FR	First Industrial Realty Trust Inc	4,126	$238,689

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$268,171	990	+7.1%	Shares	Sole	2026-05-05
2025-12-31	$239,778	924	+17.9%	Shares	Sole	2026-02-03
2025-09-30	$226,458	784	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.