WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in PSA — Public Storage
CIK 1812177
HIGHLAND PARK, IL
Position in PSA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,357,215
+$555,504 QoQ
Shares Held
10,547
+2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#329
of 1,111 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $3,357,215 across 1 REIT - Industrial name. PSA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
10,547 | $3,357,215 |
All Filings in PSA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,357,215 | 10,547 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,801,711 | 10,343 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,618,355 | 10,090 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,885,900 | 9,991 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,052,741 | 10,404 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,070,116 | 10,258 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||