AXXCESS WEALTH MANAGEMENT, LLC

Position in PSA — Public Storage

CIK 1911056 CARLSBAD, CA

Position in PSA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$981,031

+$163,245 QoQ

Shares Held

3,082

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#508

of 1,108 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Real Estate · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $2,609,221 across 3 REIT - Industrial names. PSA ranks #2 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	10,216	$1,383,961
2	PSA	Public Storage This page	3,082	$981,031
3	NSA	National Storage Affiliates Trust	5,492	$244,229

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,031	3,082	+2.1%	Shares	Sole	2026-07-28
2026-03-31	$817,786	3,019	+2.5%	Shares	Sole	2026-04-29
2025-12-31	$763,968	2,944	+26.6%	Shares	Sole	2026-02-19
2025-09-30	$671,865	2,326	-14.7%	Shares	Sole	2025-11-07
2025-06-30	$800,156	2,727	+37.0%	Shares	Sole	2025-07-28
2025-03-31	$595,886	1,991	+18.2%	Shares	Sole	2025-04-30
2024-12-31	$504,256	1,684	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$621,853	1,709	+68.2%	Shares	Sole	2024-11-04
2024-06-30	$292,252	1,016	-46.9%	Shares	Sole	2024-08-09
2024-03-31	$554,884	1,913	+61.6%	Shares	Sole	2024-05-14
2023-12-31	$361,120	1,184	+47.8%	Shares	Sole	2024-02-06
2023-09-30	$211,079	801	-18.5%	Shares	Sole	2023-11-14
2021-12-31	$368,192	983	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.