Avidian Wealth Enterprises, LLC

Position in PSA — Public Storage

CIK 1471474 HOUSTON, TX

Position in PSA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,071,431

+$183,487 QoQ

Shares Held

3,366

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#495

of 1,108 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $1,441,264 across 2 REIT - Industrial names. PSA ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	3,366	$1,071,431
2	PLD	Prologis, Inc.	2,730	$369,833

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,071,431	3,366	+2.7%	Shares	Sole	2026-07-24
2026-03-31	$887,944	3,278	+12.2%	Shares	Sole	2026-05-07
2025-12-31	$758,259	2,922	+1.0%	Shares	Sole	2026-02-02
2025-09-30	$835,643	2,893	+3.0%	Shares	Sole	2025-10-30
2025-06-30	$823,923	2,808	+0.1%	Shares	Sole	2025-07-30
2025-03-31	$839,508	2,805	-17.5%	Shares	Sole	2025-04-25
2024-12-31	$1,017,796	3,399	+7.0%	Shares	Sole	2025-01-29
2024-09-30	$1,156,378	3,178	+2.6%	Shares	Sole	2024-10-30
2024-06-30	$890,852	3,097	+11.0%	Shares	Sole	2024-08-06
2024-03-31	$809,267	2,790	+9.9%	Shares	Sole	2024-05-03
2023-12-31	$774,395	2,539	+102.3%	Shares	Sole	2024-02-06
2023-09-30	$330,717	1,255	+9.8%	Shares	Sole	2023-10-13
2023-06-30	$333,618	1,143	+14.3%	Shares	Sole	2023-08-03
2023-03-31	$302,140	1,000	+1.1%	Shares	Sole	2023-05-08
2022-12-31	$277,107	989	+5.3%	Shares	Sole	2023-02-06
2022-09-30	$274,948	939	+15.4%	Shares	Sole	2022-11-03
2022-06-30	$254,513	814	+0.9%	Shares	Sole	2022-07-29
2022-03-31	$314,955	807	+1.6%	Shares	Sole	2022-05-10
2021-12-31	$297,400	794	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.