MISSION WEALTH MANAGEMENT, LP

Position in PSA — Public Storage

CIK 1645382 Santa Barbara, CA

Position in PSA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$938,059

+$263,839 QoQ

Shares Held

2,947

+18.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#515

of 1,108 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $2,707,619 across 4 REIT - Industrial names. PSA ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	2,947	$938,059
2	PLD	Prologis, Inc.	5,895	$798,595
3	EGP	Eastgroup Properties Inc	3,237	$655,589
4	CUBE	CubeSmart	7,930	$315,376

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$938,059	2,947	+18.4%	Shares	Sole	2026-07-20
2026-03-31	$674,220	2,489	-14.5%	Shares	Sole	2026-05-15
2025-12-31	$755,145	2,910	-19.3%	Shares	Sole	2026-02-05
2025-09-30	$1,041,304	3,605	-10.0%	Shares	Sole	2025-11-04
2025-06-30	$1,174,853	4,004	-3.3%	Shares	Sole	2025-08-05
2025-03-31	$1,239,659	4,142	+286.4%	Shares	Sole	2025-04-17
2024-09-30	$390,068	1,072	-0.5%	Shares	Sole	2024-10-31
2024-06-30	$309,799	1,077	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$309,203	1,066	+8.7%	Shares	Sole	2024-04-30
2023-12-31	$299,205	981	+12.9%	Shares	Sole	2024-02-05
2023-09-30	$228,998	869	-0.9%	Shares	Sole	2023-10-24
2023-06-30	$255,978	877	-0.1%	Shares	Sole	2023-08-04
2023-03-31	$265,278	878	+2.6%	Shares	Sole	2023-04-07
2022-12-31	$239,842	856	-14.5%	Shares	Sole	2023-02-02
2022-09-30	$293,102	1,001	+18.5%	Shares	Sole	2022-10-12
2022-06-30	$264,206	845	+1.7%	Shares	Sole	2022-07-27
2022-03-31	$324,322	831	0.0%	Shares	Sole	2022-04-25
2021-12-31	$311,259	831	-36.7%	Shares	Sole	2022-02-11
2021-09-30	$389,795	1,312	0.0%	Shares	Sole	2021-11-05
2021-06-30	$394,505	1,312	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$323,502	1,311	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.