Institute for Wealth Management, LLC.

Position in PSA — Public Storage

CIK 1533954 DENVER, CO

Position in PSA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$167,749

-$33,940 QoQ

Shares Held

527

-23.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#889

of 1,111 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $306,692 across 6 REIT - Industrial names. PSA ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	527	$167,749
2	PLD	Prologis, Inc.	736	$99,705
3	LXP	LXP Industrial Trust	303	$16,325
4	EXR	Extra Space Storage Inc.	85	$12,350
5	IIPR	Innovative Industrial Properties Inc	139	$8,615
6	CUBE	CubeSmart	49	$1,948

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$167,749	527	-23.7%	Shares	Sole	2026-07-28
2023-06-30	$201,689	691	0.0%	Shares	Sole	2023-07-25
2023-03-31	$208,778	691	0.0%	Shares	Sole	2023-04-20
2022-09-30	$202,331	691	0.0%	Shares	Sole	2022-10-18
2022-06-30	$216,054	691	+2.2%	Shares	Sole	2022-07-25
2022-03-31	$263,829	676	0.0%	Shares	Sole	2022-04-29
2021-12-31	$253,202	676	-7.5%	Shares	Sole	2022-01-21
2021-09-30	$217,180	731	+8.0%	Shares	Sole	2021-11-15
2021-06-30	$203,567	677	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.