Naviter Wealth, LLC

Position in PSA — Public Storage

CIK 1855567 LITTLE ROCK, AR

Position in PSA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,412,094

+$1,392,595 QoQ

Shares Held

13,861

+24.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#306

of 1,108 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $18,046,551 across 3 REIT - Industrial names. PSA ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	81,436	$11,032,134
2	PSA	Public Storage This page	13,861	$4,412,094
3	EXR	Extra Space Storage Inc.	17,910	$2,602,323

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,412,094	13,861	+24.3%	Shares	Sole	2026-08-07
2026-03-31	$3,019,499	11,147	+13.2%	Shares	Sole	2026-04-10
2025-12-31	$2,556,075	9,850	-22.7%	Shares	Sole	2026-01-21
2025-09-30	$3,681,970	12,747	+3.4%	Shares	Sole	2025-11-06
2025-06-30	$3,616,694	12,326	+7.9%	Shares	Sole	2025-07-28
2025-03-31	$3,419,088	11,424	+1.4%	Shares	Sole	2025-04-25
2024-12-31	$3,373,790	11,267	+12.5%	Shares	Sole	2025-02-07
2024-09-30	$3,643,794	10,014	-7.9%	Shares	Sole	2024-10-16
2024-06-30	$3,128,481	10,876	+6.6%	Shares	Sole	2024-08-02
2024-03-31	$2,960,352	10,206	+13.4%	Shares	Sole	2024-04-18
2023-12-31	$2,745,610	9,002	+16.2%	Shares	Sole	2024-02-05
2023-09-30	$2,041,489	7,747	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$2,354,012	8,065	+18.6%	Shares	Sole	2023-07-20
2023-03-31	$2,055,458	6,803	+39.2%	Shares	Sole	2023-04-12
2022-12-31	$1,369,568	4,888	+15.5%	Shares	Sole	2023-01-31
2022-09-30	$1,239,171	4,232	+47.7%	Shares	Sole	2022-10-27
2022-06-30	$895,799	2,865	-4.4%	Shares	Sole	2022-07-18
2022-03-31	$1,170,059	2,998	-4.5%	Shares	Sole	2022-04-21
2021-12-31	$1,175,369	3,138	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.