Stiles Financial Services Inc

Position in PSA — Public Storage

CIK 1904832 EDINA, MN

Position in PSA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,957,548

+$672,045 QoQ

Shares Held

12,433

+2.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#314

of 1,108 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Stiles Financial Services Inc holds $4,172,737 across 2 REIT - Industrial names. PSA ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	12,433	$3,957,548
2	EXR	Extra Space Storage Inc.	1,481	$215,189

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,957,548	12,433	+2.5%	Shares	Sole	2026-08-12
2026-03-31	$3,285,503	12,129	+2.9%	Shares	Sole	2026-04-30
2025-12-31	$3,057,429	11,782	+2.6%	Shares	Sole	2026-02-03
2025-09-30	$3,315,420	11,478	+11.0%	Shares	Sole	2025-10-30
2025-06-30	$3,032,789	10,336	+2.4%	Shares	Sole	2025-07-24
2025-03-31	$3,021,332	10,095	+3.5%	Shares	Sole	2025-04-22
2024-12-31	$2,919,240	9,749	+5.8%	Shares	Sole	2025-01-28
2024-09-30	$3,354,153	9,218	+3.9%	Shares	Sole	2024-10-31
2024-06-30	$2,551,167	8,869	+8.4%	Shares	Sole	2024-08-01
2024-03-31	$2,373,851	8,184	+9.2%	Shares	Sole	2024-04-30
2023-12-31	$2,286,585	7,497	+45.3%	Shares	Sole	2024-01-26
2023-09-30	$1,360,026	5,161	+22.0%	Shares	Sole	2023-11-08
2023-06-30	$1,234,360	4,229	+20.3%	Shares	Sole	2023-07-21
2023-03-31	$1,061,719	3,514	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$983,186	3,509	+0.5%	Shares	Sole	2023-01-27
2022-09-30	$1,022,199	3,491	+3.3%	Shares	Sole	2022-11-02
2022-06-30	$1,056,824	3,380	+0.4%	Shares	Sole	2022-07-26
2022-03-31	$1,313,292	3,365	+0.3%	Shares	Sole	2022-05-06
2021-12-31	$1,256,274	3,354	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.