WealthPLAN Partners, LLC

Position in PSA — Public Storage

CIK 1639943 OMAHA, NE

Position in PSA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$600,332

+$89,453 QoQ

Shares Held

1,886

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#608

of 1,108 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $600,332 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	1,886	$600,332

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,332	1,886	0.0%	Shares	Sole	2026-07-28
2026-03-31	$510,879	1,886	+1.7%	Shares	Sole	2026-04-29
2025-12-31	$481,113	1,854	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$534,661	1,851	+0.4%	Shares	Sole	2025-10-27
2025-06-30	$541,066	1,844	0.0%	Shares	Sole	2025-07-28
2025-03-31	$551,890	1,844	-0.2%	Shares	Sole	2025-05-12
2024-12-31	$553,365	1,848	0.0%	Shares	Sole	2025-01-30
2024-09-30	$672,431	1,848	0.0%	Shares	Sole	2024-11-05
2024-06-30	$531,577	1,848	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$537,481	1,853	+0.3%	Shares	Sole	2024-05-07
2023-12-31	$563,640	1,848	+2.7%	Shares	Sole	2024-01-05
2023-09-30	$474,336	1,800	0.0%	Shares	Sole	2023-11-02
2023-06-30	$525,384	1,800	0.0%	Shares	Sole	2023-07-31
2023-03-31	$543,852	1,800	0.0%	Shares	Other	2023-05-10
2022-12-31	$504,342	1,800	0.0%	Shares	Sole	2023-02-16
2022-03-31	$702,504	1,800	0.0%	Shares	Sole	2022-05-03
2021-12-31	$674,208	1,800	0.0%	Shares	Sole	2022-02-01
2021-09-30	$534,780	1,800	0.0%	Shares	Sole	2021-12-09
2021-06-30	$541,242	1,800	0.0%	Shares	Sole	2021-08-19
2021-03-31	$444,168	1,800	0.0%	Shares	Sole	2021-05-11
2020-12-31	$415,674	1,800	0.0%	Shares	Sole	2021-02-09
2020-09-30	$400,896	1,800	—	Shares	Sole	2020-12-18
No filing history on record for this holder in this stock.