Sigma Planning Corp

Position in PSA — Public Storage

CIK 1449126 ANN ARBOR, MI

Position in PSA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$245,098

+$35,708 QoQ

Shares Held

770

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#823

of 1,111 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sigma Planning Corp holds $2,045,064 across 4 REIT - Industrial names. PSA ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IIPR	Innovative Industrial Properties Inc	10,232	$634,179
2	PLD	Prologis, Inc.	4,549	$616,253
3	LINE	Lineage, Inc.	12,706	$549,534
4	PSA	Public Storage This page	770	$245,098

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,098	770	-0.4%	Shares	Sole	2026-08-07
2026-03-31	$209,390	773	+18.2%	Shares	Sole	2026-05-04
2024-09-30	$237,970	654	-42.2%	Shares	Sole	2024-11-04
2024-03-31	$328,057	1,131	+58.0%	Shares	Sole	2024-05-02
2023-12-31	$218,380	716	-19.6%	Shares	Sole	2024-02-01
2023-09-30	$234,796	891	+3.1%	Shares	Sole	2023-11-06
2023-06-30	$252,184	864	-26.5%	Shares	Sole	2023-08-02
2023-03-31	$355,014	1,175	-2.0%	Shares	Sole	2023-05-08
2022-12-31	$335,947	1,199	+5.1%	Shares	Sole	2023-01-24
2022-09-30	$334,096	1,141	+20.9%	Shares	Sole	2022-11-10
2022-06-30	$295,160	944	-36.8%	Shares	Sole	2022-08-11
2022-03-31	$582,688	1,493	-33.5%	Shares	Sole	2022-04-20
2021-12-31	$840,887	2,245	+57.7%	Shares	Sole	2022-02-02
2021-09-30	$423,070	1,424	+19.4%	Shares	Sole	2021-10-28
2021-06-30	$358,723	1,193	+8.7%	Shares	Sole	2021-08-13
2021-03-31	$270,942	1,098	-11.4%	Shares	Sole	2021-05-06
2020-12-31	$286,122	1,239	-25.9%	Shares	Sole	2021-02-09
2020-09-30	$372,387	1,672	-0.1%	Shares	Sole	2020-11-03
2020-06-30	$321,031	1,673	-1.5%	Shares	Sole	2020-07-31
2020-03-31	$337,438	1,699	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.