WADDELL & ASSOCIATES, LLC

Position in PSA — Public Storage

CIK 1776757 MEMPHIS, TN

Position in PSA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,004,586

+$152,398 QoQ

Shares Held

3,156

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#504

of 1,108 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,411,337 across 5 REIT - Industrial names. PSA ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	3,156	$1,004,586
2	CUBE	CubeSmart	12,742	$506,749
3	PLD	Prologis, Inc.	3,159	$427,949
4	LINE	Lineage, Inc.	6,177	$267,155
5	FR	First Industrial Realty Trust Inc	3,342	$204,898

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,004,586	3,156	+0.3%	Shares	Sole	2026-07-15
2026-03-31	$852,188	3,146	+3.2%	Shares	Sole	2026-05-11
2025-12-31	$790,696	3,047	-27.8%	Shares	Sole	2026-02-11
2025-09-30	$1,219,813	4,223	+8.2%	Shares	Sole	2025-11-10
2025-06-30	$1,145,218	3,903	+29.0%	Shares	Sole	2025-08-12
2025-03-31	$905,651	3,026	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$902,811	3,015	+0.4%	Shares	Sole	2025-05-14
2024-09-30	$1,093,065	3,004	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$844,252	2,935	+53.9%	Shares	Sole	2024-08-06
2024-03-31	$553,144	1,907	+0.7%	Shares	Sole	2024-05-08
2023-12-31	$577,670	1,894	-35.1%	Shares	Sole	2024-02-14
2023-09-30	$769,214	2,919	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$844,700	2,894	+0.8%	Shares	Sole	2023-08-07
2023-03-31	$867,443	2,871	+0.8%	Shares	Sole	2023-05-10
2022-12-31	$798,261	2,849	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$829,823	2,834	+0.0%	Shares	Sole	2022-11-02
2022-06-30	$885,794	2,833	+0.4%	Shares	Sole	2022-07-27
2022-03-31	$1,101,370	2,822	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,057,008	2,822	+0.9%	Shares	Sole	2022-02-01
2021-09-30	$830,988	2,797	+0.5%	Shares	Sole	2021-11-10
2021-06-30	$836,519	2,782	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.