Segment Wealth Management, LLC

Position in PSA — Public Storage

CIK 1575581 HOUSTON, TX

Position in PSA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,312,392

+$307,157 QoQ

Shares Held

4,123

+11.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#455

of 1,111 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Segment Wealth Management, LLC holds $2,527,067 across 3 REIT - Industrial names. PSA ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	4,123	$1,312,392
2	PLD	Prologis, Inc.	5,428	$735,331
3	EXR	Extra Space Storage Inc.	3,299	$479,344

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,312,392	4,123	+11.1%	Shares	Sole	2026-07-16
2026-03-31	$1,005,235	3,711	+2.2%	Shares	Sole	2026-04-20
2025-12-31	$941,985	3,630	+0.4%	Shares	Sole	2026-01-29
2025-09-30	$1,044,770	3,617	-32.0%	Shares	Sole	2025-10-20
2025-06-30	$1,560,700	5,319	+6.8%	Shares	Sole	2025-07-21
2025-03-31	$1,490,164	4,979	-0.9%	Shares	Sole	2025-04-22
2024-12-31	$1,504,087	5,023	-6.0%	Shares	Sole	2025-01-17
2024-09-30	$1,944,157	5,343	+76.5%	Shares	Sole	2024-10-22
2024-06-30	$871,004	3,028	+5.9%	Shares	Sole	2024-07-23
2024-03-31	$828,991	2,858	-1.6%	Shares	Sole	2024-04-24
2023-12-31	$885,720	2,904	0.0%	Shares	Sole	2024-01-26
2023-09-30	$765,262	2,904	-5.0%	Shares	Sole	2023-10-25
2023-06-30	$892,569	3,058	0.0%	Shares	Sole	2023-08-22
2023-03-31	$923,944	3,058	-2.7%	Shares	Sole	2023-04-20
2022-12-31	$880,637	3,143	+8.6%	Shares	Sole	2023-01-13
2022-09-30	$847,099	2,893	0.0%	Shares	Sole	2022-10-24
2022-06-30	$904,554	2,893	0.0%	Shares	Sole	2022-07-20
2022-03-31	$1,129,080	2,893	-0.7%	Shares	Sole	2022-04-25
2021-12-31	$1,091,093	2,913	+2.2%	Shares	Sole	2022-01-24
2021-09-30	$846,735	2,850	0.0%	Shares	Sole	2021-10-19
2021-06-30	$856,966	2,850	0.0%	Shares	Sole	2021-07-20
2021-03-31	$703,266	2,850	0.0%	Shares	Sole	2021-05-10
2020-12-31	$658,150	2,850	+6.3%	Shares	Sole	2021-01-27
2020-09-30	$596,889	2,680	0.0%	Shares	Sole	2020-10-27
2020-06-30	$514,265	2,680	-1.5%	Shares	Sole	2020-07-15
2020-03-31	$540,219	2,720	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.