Independent Advisor Alliance

Position in PSA — Public Storage

CIK 1696899 CHARLOTTE, NC

Position in PSA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,939,462

+$284,386 QoQ

Shares Held

6,093

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#403

of 1,108 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $6,725,876 across 5 REIT - Industrial names. PSA ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	21,530	$2,916,668
2	PSA	Public Storage This page	6,093	$1,939,462
3	LXP	LXP Industrial Trust	24,519	$1,321,083
4	EXR	Extra Space Storage Inc.	2,310	$335,642
5	STAG	STAG Industrial, Inc.	5,597	$213,021

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,939,462	6,093	-0.3%	Shares	Sole	2026-08-12
2026-03-31	$1,655,076	6,110	-11.7%	Shares	Sole	2026-05-12
2025-12-31	$1,795,739	6,920	+2.0%	Shares	Sole	2026-02-04
2025-09-30	$1,959,269	6,783	+168.5%	Shares	Sole	2025-11-04
2025-06-30	$741,178	2,526	+40.6%	Shares	Sole	2025-08-11
2025-03-31	$537,823	1,797	+35.9%	Shares	Sole	2025-05-12
2024-12-31	$395,859	1,322	+5.1%	Shares	Sole	2025-02-07
2024-09-30	$457,747	1,258	+49.1%	Shares	Sole	2024-11-13
2024-06-30	$242,775	844	+7.2%	Shares	Sole	2024-08-12
2024-03-31	$228,277	787	+9.6%	Shares	Sole	2024-05-08
2023-12-31	$218,990	718	+20.5%	Shares	Sole	2024-02-08
2022-03-31	$232,606	596	+5.1%	Shares	Sole	2022-05-06
2021-12-31	$212,375	567	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.