Synergy Investment Management, LLC

Position in PSA — Public Storage

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in PSA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,411

-$9,553 QoQ

Shares Held

-66.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,047

of 1,108 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $41,737 across 6 REIT - Industrial names. PSA ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc.	494	$18,800
2	PLD	Prologis, Inc.	83	$11,243
3	PSA	Public Storage This page	17	$5,411
4	EXR	Extra Space Storage Inc.	22	$3,196
5	TRNO	Terreno Realty Corp	42	$2,720
6	FR	First Industrial Realty Trust Inc	6	$367

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,411	17	-66.0%	Shares	Other	2026-08-14
2025-03-31	$14,964	50	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.