JFS WEALTH ADVISORS, LLC

Position in PSA — Public Storage

CIK 1568068 HERMITAGE, PA

Position in PSA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$102,814

+$15,320 QoQ

Shares Held

323

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#914

of 1,108 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $119,710 across 5 REIT - Industrial names. PSA ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	323	$102,814
2	PLD	Prologis, Inc.	95	$12,869
3	LXP	LXP Industrial Trust	32	$1,724
4	STAG	STAG Industrial, Inc.	35	$1,332
5	TRNO	Terreno Realty Corp	15	$971

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,814	323	0.0%	Shares	Sole	2026-07-10
2026-03-31	$87,494	323	0.0%	Shares	Sole	2026-04-21
2025-12-31	$83,818	323	0.0%	Shares	Sole	2026-01-14
2025-09-30	$93,298	323	0.0%	Shares	Sole	2025-11-10
2025-06-30	$94,774	323	0.0%	Shares	Sole	2025-07-24
2025-03-31	$96,670	323	0.0%	Shares	Sole	2025-04-22
2024-12-31	$96,719	323	-11.0%	Shares	Sole	2025-01-31
2024-09-30	$132,084	363	0.0%	Shares	Sole	2024-10-25
2024-06-30	$104,416	363	-0.3%	Shares	Sole	2024-07-15
2024-03-31	$105,581	364	-1.6%	Shares	Sole	2024-04-30
2023-12-31	$112,850	370	+1.9%	Shares	Sole	2024-02-07
2023-09-30	$95,657	363	0.0%	Shares	Sole	2023-11-02
2023-06-30	$105,952	363	0.0%	Shares	Sole	2023-08-07
2023-03-31	$109,676	363	0.0%	Shares	Sole	2023-04-19
2022-12-31	$101,708	363	-37.7%	Shares	Sole	2023-02-13
2022-09-30	$170,708	583	0.0%	Shares	Sole	2022-10-21
2022-06-30	$182,286	583	+7.4%	Shares	Sole	2022-08-02
2022-03-31	$211,922	543	+68.1%	Shares	Sole	2022-05-02
2021-12-31	$120,982	323	0.0%	Shares	Sole	2022-02-03
2021-09-30	$95,963	323	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.