Focus Partners Wealth

Position in PSA — Public Storage

CIK 1542153 ST LOUIS, MO

Position in PSA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,005,502

-$1,604,369 QoQ

Shares Held

14,787

-31.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 57.7426061297029.ToString("F0")% Shared 0.ToString("F0")% None 42.25739387029709.ToString("F0")%

Real Estate · as of Mar 31, 2026

Focus Partners Wealth holds $62,298,746 across 9 REIT - Industrial names. PSA ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc.	219,931	$28,839,552
2	PLD	Prologis, Inc.	127,250	$16,819,905
3	FR	First Industrial Realty Trust Inc	133,816	$7,741,255
4	PSA	Public Storage This page	14,787	$4,005,502
5	EGP	Eastgroup Properties Inc	15,564	$2,880,740
6	CUBE	CubeSmart	27,703	$1,015,314
7	LINE	Lineage, Inc.	15,652	$512,759
8	STAG	STAG Industrial, Inc.	8,392	$302,615

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,005,502	14,787	-31.6%	Shares	Sole	2026-05-15
2025-12-31	$5,609,871	21,618	+12.1%	Shares	Sole	2026-02-13
2025-09-30	$5,569,316	19,281	+4.0%	Shares	Sole	2025-11-14
2025-06-30	$5,442,354	18,548	+15.7%	Shares	Sole	2025-08-14
2025-03-31	$4,799,414	16,036	+4.1%	Shares	Sole	2025-05-20
2024-12-31	$4,612,873	15,405	+76.4%	Shares	Sole	2025-05-29
2024-09-30	$3,178,040	8,734	+210.6%	Shares	Sole	2024-11-14
2024-06-30	$808,871	2,812	+32.1%	Shares	Sole	2024-08-15
2024-03-31	$617,247	2,128	-18.5%	Shares	Sole	2024-05-16
2023-12-31	$796,050	2,610	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.