RIDGECREST WEALTH PARTNERS, LLC

Position in PSA — Public Storage

CIK 1860719 MILL VALLEY, CA

Position in PSA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$218,360

-$75,815 QoQ

Shares Held

686

-36.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#856

of 1,108 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

RIDGECREST WEALTH PARTNERS, LLC holds $218,360 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	686	$218,360

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,360	686	-36.8%	Shares	Sole	2026-08-05
2026-03-31	$294,175	1,086	0.0%	Shares	Sole	2026-04-22
2025-12-31	$281,817	1,086	0.0%	Shares	Sole	2026-01-22
2025-09-30	$313,691	1,086	0.0%	Shares	Sole	2025-10-14
2025-06-30	$318,654	1,086	-1.1%	Shares	Sole	2025-07-15
2025-03-31	$328,620	1,098	+0.4%	Shares	Sole	2025-04-22
2024-12-31	$327,587	1,094	+0.7%	Shares	Sole	2025-01-22
2024-09-30	$395,162	1,086	0.0%	Shares	Sole	2024-11-04
2024-06-30	$312,387	1,086	0.0%	Shares	Sole	2024-08-05
2024-03-31	$315,005	1,086	0.0%	Shares	Sole	2024-04-17
2023-12-31	$331,230	1,086	0.0%	Shares	Sole	2024-01-09
2023-09-30	$286,182	1,086	0.0%	Shares	Sole	2023-10-25
2023-06-30	$316,981	1,086	0.0%	Shares	Sole	2023-07-31
2023-03-31	$328,124	1,086	0.0%	Shares	Sole	2023-04-24
2022-12-31	$304,286	1,086	0.0%	Shares	Sole	2023-01-26
2022-09-30	$317,991	1,086	0.0%	Shares	Sole	2022-10-20
2022-06-30	$339,559	1,086	0.0%	Shares	Sole	2022-07-29
2022-03-31	$423,844	1,086	0.0%	Shares	Sole	2022-04-26
2021-12-31	$406,772	1,086	0.0%	Shares	Sole	2022-01-19
2021-09-30	$322,650	1,086	0.0%	Shares	Sole	2021-11-03
2021-06-30	$326,549	1,086	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.