Foundations Investment Advisors, LLC

Endowment

Position in PSA — Public Storage

CIK 1743404 PHOENIX, AZ

Position in PSA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$679,273

+$115,301 QoQ

Shares Held

2,134

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#583

of 1,108 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $1,004,401 across 2 REIT - Industrial names. PSA ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	2,134	$679,273
2	PLD	Prologis, Inc.	2,400	$325,128

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,273	2,134	+2.5%	Shares	Sole	2026-08-14
2026-03-31	$563,972	2,082	-16.3%	Shares	Sole	2026-05-11
2025-12-31	$645,376	2,487	+9.5%	Shares	Sole	2026-02-10
2025-09-30	$656,267	2,272	-11.3%	Shares	Sole	2025-11-03
2025-06-30	$751,448	2,561	-76.3%	Shares	Sole	2025-08-08
2025-03-31	$3,233,229	10,803	-36.4%	Shares	Sole	2025-05-07
2024-12-31	$5,087,186	16,989	-0.6%	Shares	Sole	2025-01-22
2024-09-30	$6,220,357	17,095	+778.5%	Shares	Sole	2024-10-21
2024-06-30	$559,766	1,946	+4.3%	Shares	Sole	2024-08-02
2024-03-31	$541,251	1,866	+14.3%	Shares	Sole	2024-05-13
2023-12-31	$497,760	1,632	+4.2%	Shares	Sole	2024-02-08
2023-09-30	$412,672	1,566	-5.7%	Shares	Sole	2023-10-05
2023-06-30	$484,812	1,661	+140.0%	Shares	Sole	2023-07-19
2023-03-31	$209,080	692	+1.5%	Shares	Sole	2023-04-25
2022-06-30	$213,240	682	0.0%	Shares	Sole	2022-07-08
2022-03-31	$266,170	682	—	Shares	Sole	2022-04-19
No filing history on record for this holder in this stock.