Focus Partners Wealth

Position in PSA — Public Storage

CIK 1542153 ST LOUIS, MO

Position in PSA

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

Position Value

$5,612,123

+$1,606,621 QoQ

Shares Held

17,631

+19.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#282

of 1,117 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 48% Shared 0% None 51%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $73,618,837 across 8 REIT - Industrial names. PSA ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc.	227,570	$33,065,921
2	PLD	Prologis, Inc.	125,141	$16,952,851
3	FR	First Industrial Realty Trust Inc	133,316	$8,173,603
4	PSA	Public Storage This page	17,631	$5,612,123
5	EGP	Eastgroup Properties Inc	21,975	$4,450,596
6	CUBE	CubeSmart	95,943	$3,815,653
7	LINE	Lineage, Inc.	35,794	$1,548,090
8			17,862	$0

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,612,123	17,631	+19.2%	Shares	Sole	2026-08-12
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	+14.8%	Shares	Sole	2025-05-20
2024-12-31	$4,183,476	13,971	+60.0%	Shares	Sole	2025-05-20
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.