Prospera Financial Services Inc

Position in PSA — Public Storage

CIK 1541625 Dallas, TX

Position in PSA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,610,330

+$1,354,078 QoQ

Shares Held

5,059

+434.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#429

of 1,108 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Prospera Financial Services Inc holds $7,095,699 across 3 REIT - Industrial names. PSA ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	38,275	$5,185,114
2	PSA	Public Storage This page	5,059	$1,610,330
3	STAG	STAG Industrial, Inc.	7,889	$300,255

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,610,330	5,059	+434.8%	Shares	Sole	2026-07-15
2026-03-31	$256,252	946	+9.4%	Shares	Sole	2026-04-14
2025-12-31	$224,467	865	-7.5%	Shares	Sole	2026-02-09
2025-09-30	$270,074	935	-5.9%	Shares	Sole	2025-11-06
2025-06-30	$291,659	994	-14.8%	Shares	Sole	2025-08-06
2025-03-31	$348,972	1,166	-47.7%	Shares	Sole	2025-05-15
2024-12-31	$668,050	2,231	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$809,610	2,225	+1.2%	Shares	Sole	2024-11-07
2024-06-30	$632,254	2,198	+2.4%	Shares	Sole	2024-08-13
2024-03-31	$622,468	2,146	+13.7%	Shares	Sole	2024-08-13
2023-12-31	$575,840	1,888	-68.3%	Shares	Sole	2024-02-14
2023-09-30	$1,567,944	5,950	+33.8%	Shares	Sole	2023-11-13
2023-06-30	$1,297,990	4,447	+28.1%	Shares	Sole	2023-08-08
2023-03-31	$1,049,030	3,472	+7.1%	Shares	Sole	2023-05-12
2022-12-31	$908,656	3,243	+6.9%	Shares	Sole	2023-02-08
2022-09-30	$888,092	3,033	+0.5%	Shares	Sole	2022-10-27
2022-06-30	$943,325	3,017	-5.8%	Shares	Sole	2022-08-08
2022-03-31	$1,249,676	3,202	-0.1%	Shares	Sole	2022-05-04
2021-12-31	$1,200,839	3,206	-10.8%	Shares	Sole	2022-02-10
2021-09-30	$1,067,480	3,593	+17865.0%	Shares	Sole	2021-11-12
2020-09-30	$4,454	20	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.