NAPLES GLOBAL ADVISORS, LLC

Position in PSA — Public Storage

CIK 1582151 NAPLES, FL

Position in PSA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,679,721

+$198,821 QoQ

Shares Held

5,277

-3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#423

of 1,108 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $4,508,392 across 4 REIT - Industrial names. PSA ranks #2 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CUBE	CubeSmart	43,227	$1,719,137
2	PSA	Public Storage This page	5,277	$1,679,721
3	STAG	STAG Industrial, Inc.	21,830	$830,849
4	EXR	Extra Space Storage Inc.	1,918	$278,685

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,679,721	5,277	-3.5%	Shares	Sole	2026-07-23
2026-03-31	$1,480,900	5,467	+13.0%	Shares	Sole	2026-04-20
2025-12-31	$1,255,201	4,837	+41.9%	Shares	Sole	2026-02-04
2025-09-30	$984,689	3,409	+12.9%	Shares	Sole	2025-10-30
2025-06-30	$886,128	3,020	+21.4%	Shares	Sole	2025-07-18
2025-03-31	$744,633	2,488	+38.8%	Shares	Sole	2025-04-10
2024-12-31	$536,895	1,793	+17.0%	Shares	Sole	2025-01-29
2024-09-30	$557,812	1,533	+1.7%	Shares	Sole	2024-10-24
2024-06-30	$433,776	1,508	+8.3%	Shares	Sole	2024-07-18
2024-03-31	$404,053	1,393	+6.1%	Shares	Sole	2024-04-29
2023-12-31	$400,465	1,313	+54.7%	Shares	Sole	2024-01-11
2023-09-30	$223,728	849	-6.8%	Shares	Sole	2023-10-16
2023-06-30	$265,902	911	+9.2%	Shares	Sole	2023-07-17
2023-03-31	$251,984	834	-10.7%	Shares	Sole	2023-04-17
2022-12-31	$261,697	934	0.0%	Shares	Sole	2023-04-17
2022-09-30	$273,484	934	0.0%	Shares	Sole	2022-10-20
2022-06-30	$292,033	934	-7.4%	Shares	Sole	2022-08-11
2022-03-31	$393,792	1,009	+8.0%	Shares	Sole	2022-04-28
2021-12-31	$349,839	934	0.0%	Shares	Sole	2022-02-04
2021-09-30	$277,491	934	0.0%	Shares	Sole	2021-10-29
2021-06-30	$280,844	934	0.0%	Shares	Sole	2021-08-06
2021-03-31	$230,473	934	0.0%	Shares	Sole	2021-05-10
2020-12-31	$215,688	934	0.0%	Shares	Sole	2021-02-08
2020-09-30	$208,020	934	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.