EP Wealth Advisors, LLC

Position in PSA — Public Storage

CIK 1540569 TORRANCE, CA

Position in PSA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,215,944

+$294,140 QoQ

Shares Held

3,820

+12.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#468

of 1,108 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $64,880,533 across 5 REIT - Industrial names. PSA ranks #3 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	448,244	$60,723,614
2	EGP	Eastgroup Properties Inc	6,165	$1,248,597
3	PSA	Public Storage This page	3,820	$1,215,944
4	FR	First Industrial Realty Trust Inc	16,056	$984,393
5	CUBE	CubeSmart	17,802	$707,985

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,215,944	3,820	+12.3%	Shares	Sole	2026-08-12
2026-03-31	$921,804	3,403	-7.6%	Shares	Sole	2026-05-14
2025-12-31	$955,738	3,683	+2.6%	Shares	Sole	2026-02-18
2025-06-30	$1,053,671	3,591	+17.5%	Shares	Sole	2025-08-14
2025-03-31	$914,330	3,055	-5.9%	Shares	Sole	2025-05-15
2024-12-31	$972,581	3,248	+5.8%	Shares	Sole	2025-02-14
2024-09-30	$1,117,444	3,071	+11.8%	Shares	Sole	2024-11-15
2024-06-30	$790,174	2,747	+20.4%	Shares	Sole	2024-08-19
2024-03-31	$661,626	2,281	+18.1%	Shares	Sole	2024-05-14
2023-12-31	$588,955	1,931	-9.1%	Shares	Sole	2024-02-28
2023-09-30	$559,980	2,125	-99.5%	Shares	Sole	2023-11-24
2023-06-30	$581,081	400,000	+6519.2%	Shares	Sole	2023-08-14
2023-03-31	$1,825,832	6,043	+368.4%	Shares	Sole	2023-06-05
2022-12-31	$361,445	1,290	+12.9%	Shares	Sole	2023-06-12
2022-06-30	$357,381	1,143	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$443,748	1,137	+8.4%	Shares	Sole	2022-05-20
2021-12-31	$392,913	1,049	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.