IVC Wealth Advisors LLC

Position in PSA — Public Storage

CIK 1842811 SILVERDALE, PA

Position in PSA

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

Position Value

$605,743

+$88,363 QoQ

Shares Held

1,903

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#607

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

IVC Wealth Advisors LLC holds $605,743 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	1,903	$605,743

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$605,743	1,903	-0.4%	Shares	Sole	2026-07-14
2026-03-31	$517,380	1,910	-0.7%	Shares	Sole	2026-04-16
2025-12-31	$499,018	1,923	+3.9%	Shares	Sole	2026-01-16
2025-09-30	$534,372	1,850	-0.2%	Shares	Sole	2025-10-09
2025-06-30	$543,707	1,853	+8.2%	Shares	Sole	2025-07-22
2025-03-31	$512,384	1,712	+9.8%	Shares	Sole	2025-04-08
2024-12-31	$466,826	1,559	+6.7%	Shares	Sole	2025-01-17
2024-09-30	$531,614	1,461	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$421,407	1,465	+11.6%	Shares	Sole	2024-07-16
2024-03-31	$380,848	1,313	+14.0%	Shares	Sole	2024-04-19
2023-12-31	$351,360	1,152	+31.1%	Shares	Sole	2024-01-10
2023-09-30	$231,634	879	+15.7%	Shares	Sole	2023-10-05
2023-06-30	$221,828	760	0.0%	Shares	Sole	2023-07-13
2023-03-31	$229,626	760	0.0%	Shares	Sole	2023-04-13
2022-12-31	$212,944	760	0.0%	Shares	Sole	2023-01-17
2022-09-30	$222,535	760	0.0%	Shares	Sole	2022-10-12
2022-06-30	$237,629	760	0.0%	Shares	Sole	2022-07-11
2022-03-31	$296,612	760	0.0%	Shares	Sole	2022-04-27
2021-12-31	$284,665	760	0.0%	Shares	Sole	2022-01-13
2021-09-30	$225,796	760	0.0%	Shares	Sole	2021-10-08
2021-06-30	$228,524	760	—	Shares	Sole	2021-07-13
No filing history on record for this holder in this stock.