Berger Financial Group, Inc

Position in PSA — Public Storage

CIK 1826136 Plymouth, MN

Position in PSA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$290,935

+$1,636 QoQ

Shares Held

914

-14.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#773

of 1,108 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Berger Financial Group, Inc holds $290,935 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	914	$290,935

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,935	914	-14.4%	Shares	Sole	2026-08-04
2026-03-31	$289,299	1,068	-14.0%	Shares	Sole	2026-04-28
2025-12-31	$322,299	1,242	-5.6%	Shares	Sole	2026-01-27
2025-09-30	$380,126	1,316	-5.8%	Shares	Sole	2025-10-14
2025-06-30	$409,907	1,397	-2.1%	Shares	Sole	2025-07-22
2025-03-31	$427,086	1,427	-9.5%	Shares	Sole	2025-05-12
2024-12-31	$471,917	1,576	-4.0%	Shares	Sole	2025-02-14
2024-09-30	$597,474	1,642	-1.9%	Shares	Sole	2024-11-12
2024-06-30	$481,238	1,673	-5.7%	Shares	Sole	2024-08-14
2024-03-31	$514,566	1,774	-9.2%	Shares	Sole	2024-04-16
2023-12-31	$595,665	1,953	-4.6%	Shares	Sole	2024-02-07
2023-09-30	$539,425	2,047	-4.0%	Shares	Sole	2023-11-03
2023-06-30	$622,580	2,133	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$643,860	2,131	-0.4%	Shares	Sole	2023-04-24
2022-12-31	$599,326	2,139	-6.7%	Shares	Sole	2023-01-30
2022-09-30	$671,120	2,292	+6.4%	Shares	Sole	2022-10-27
2022-06-30	$673,803	2,155	-6.8%	Shares	Sole	2022-08-08
2022-03-31	$902,717	2,313	+3.9%	Shares	Sole	2022-05-10
2021-12-31	$833,770	2,226	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.