HB Wealth Management, LLC

Position in PSA — Public Storage

CIK 1911253 Atlanta, GA

Position in PSA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,035,144

+$239,841 QoQ

Shares Held

3,252

+10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#500

of 1,108 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $8,977,311 across 10 REIT - Industrial names. PSA ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	33,675	$4,561,952
2	PSA	Public Storage This page	3,252	$1,035,144
3	CUBE	CubeSmart	20,724	$824,193
4	EXR	Extra Space Storage Inc.	3,966	$576,259
5	EGP	Eastgroup Properties Inc	1,922	$389,262
6	COLD	Americold Realty Trust	23,211	$364,876
7	LINE	Lineage, Inc.	7,943	$343,534
8	FR	First Industrial Realty Trust Inc	5,449	$334,078

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,035,144	3,252	+10.8%	Shares	Sole	2026-07-29
2026-03-31	$795,303	2,936	+22.2%	Shares	Sole	2026-04-27
2025-12-31	$623,578	2,403	-39.9%	Shares	Sole	2026-01-28
2025-09-30	$1,155,688	4,001	+9.1%	Shares	Sole	2025-10-23
2025-06-30	$1,075,971	3,667	+16.0%	Shares	Sole	2025-07-17
2025-03-31	$946,055	3,161	+14.0%	Shares	Sole	2025-05-07
2024-12-31	$830,347	2,773	-4.8%	Shares	Sole	2025-01-15
2024-09-30	$1,059,953	2,913	+8.0%	Shares	Sole	2024-10-15
2024-06-30	$775,792	2,697	+85.9%	Shares	Sole	2024-07-26
2024-03-31	$420,877	1,451	+3.3%	Shares	Sole	2024-04-30
2023-12-31	$428,525	1,405	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.