Phillips Wealth Planners LLC

Position in PSA — Public Storage

CIK 1962628 STARKVILLE, MS

Position in PSA

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

Position Value

$351,095

+$52,586 QoQ

Shares Held

1,103

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#726

of 1,108 holders

Holding Since

Sep 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $1,163,048 across 4 REIT - Industrial names. PSA ranks #1 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	1,103	$351,095
2	TRNO	Terreno Realty Corp	4,635	$300,208
3	EGP	Eastgroup Properties Inc	1,292	$261,668
4	PLD	Prologis, Inc.	1,846	$250,077

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,095	1,103	+0.1%	Shares	Sole	2026-08-07
2026-03-31	$298,509	1,102	+85.5%	Shares	Sole	2026-05-14
2024-09-30	$216,138	594	—	Shares	Defined	2024-10-29
No filing history on record for this holder in this stock.