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DIVERSIFY WEALTH MANAGEMENT, LLC

Position in PSA — Public Storage

CIK 2030780 SANDY, UT

Position in PSA

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$2,027,953
+$1,037,887 QoQ
Shares Held
6,371
+74.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#396
of 1,108 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PSA Over Time

Shares Held

Position Value (USD)

Position in REIT - Industrial

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,386,586 across 5 REIT - Industrial names. PSA ranks #2 (24.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PSA
Public Storage
This page
6,371 $2,027,953

All Filings in PSA

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,027,953 6,371
2026-03-31 $990,066 3,655
2025-12-31 $249,639 962
2024-09-30 $225,235 619