Financial Perspectives, Inc

Position in PSA — Public Storage

CIK 2003287 MINNEAPOLIS, MN

Position in PSA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$71,938

+$10,990 QoQ

Shares Held

226

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#930

of 1,108 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Financial Perspectives, Inc holds $75,595 across 2 REIT - Industrial names. PSA ranks #1 (95.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSA	Public Storage This page	226	$71,938
2	PLD	Prologis, Inc.	27	$3,657

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,938	226	+0.4%	Shares	Sole	2026-07-24
2026-03-31	$60,948	225	+0.9%	Shares	Sole	2026-05-11
2025-12-31	$57,868	223	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$64,124	222	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$64,845	221	+0.5%	Shares	Sole	2025-07-30
2025-03-31	$65,843	220	+0.9%	Shares	Sole	2025-04-18
2024-12-31	$65,277	218	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$78,959	217	+0.5%	Shares	Sole	2024-10-17
2024-06-30	$62,132	216	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$62,362	215	+0.5%	Shares	Sole	2024-04-19
2023-12-31	$65,270	214	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$56,129	213	0.0%	Shares	Sole	2024-01-10
2023-06-30	$62,170	213	0.0%	Shares	Sole	2024-01-10
2023-03-31	$64,355	213	0.0%	Shares	Sole	2024-01-10
2022-12-31	$59,680	213	0.0%	Shares	Sole	2024-01-10
2022-09-30	$62,368	213	0.0%	Shares	Sole	2024-01-10
2022-06-30	$66,598	213	0.0%	Shares	Sole	2024-01-10
2022-03-31	$83,129	213	0.0%	Shares	Sole	2024-01-10
2021-12-31	$79,781	213	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.