Aprio Wealth Management, LLC

Position in PSA — Public Storage

CIK 1803519 ATLANTA, GA

Position in PSA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$685,003

+$264,598 QoQ

Shares Held

2,152

+38.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#579

of 1,108 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $2,452,107 across 3 REIT - Industrial names. PSA ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	10,912	$1,478,248
2	PSA	Public Storage This page	2,152	$685,003
3	EXR	Extra Space Storage Inc.	1,988	$288,856

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$685,003	2,152	+38.7%	Shares	Sole	2026-07-24
2026-03-31	$420,405	1,552	+90.4%	Shares	Sole	2026-05-11
2025-12-31	$211,492	815	+1.4%	Shares	Sole	2026-01-29
2025-06-30	$235,909	804	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.