Envestnet Portfolio Solutions, Inc.

Position in PSA — Public Storage

CIK 1998033 BERWYN, PA

Position in PSA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$281,067

+$73,844 QoQ

Shares Held

883

+15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#783

of 1,108 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $22,880,377 across 4 REIT - Industrial names. PSA ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	156,316	$21,176,128
2	EGP	Eastgroup Properties Inc	4,711	$954,118
3	IIPR	Innovative Industrial Properties Inc	7,568	$469,064
4	PSA	Public Storage This page	883	$281,067

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,067	883	+15.4%	Shares	Sole	2026-07-20
2026-03-31	$207,223	765	-54.6%	Shares	Sole	2026-04-29
2025-12-31	$437,257	1,685	+28.5%	Shares	Sole	2026-02-06
2025-09-30	$378,682	1,311	-48.2%	Shares	Sole	2025-10-30
2025-06-30	$743,232	2,533	-2.3%	Shares	Sole	2025-07-25
2025-03-31	$775,759	2,592	-36.9%	Shares	Sole	2025-04-21
2024-12-31	$1,229,800	4,107	-29.7%	Shares	Sole	2025-02-10
2024-09-30	$2,125,000	5,840	+27.3%	Shares	Sole	2024-10-31
2024-06-30	$1,319,738	4,588	+0.5%	Shares	Sole	2024-07-16
2024-03-31	$1,323,543	4,563	+5.7%	Shares	Sole	2024-05-06
2023-12-31	$1,316,685	4,317	-4.7%	Shares	Sole	2024-02-07
2023-09-30	$1,193,745	4,530	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.