Aegis Wealth Management, Inc.

Position in PSA — Public Storage

CIK 2096565 Guthrie Center, IA

Position in PSA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$426,853

+$57,373 QoQ

Shares Held

1,341

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#681

of 1,108 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aegis Wealth Management, Inc. holds $2,805,962 across 3 REIT - Industrial names. PSA ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc.	42,001	$1,598,558
2	EXR	Extra Space Storage Inc.	5,372	$780,551
3	PSA	Public Storage This page	1,341	$426,853

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,853	1,341	-1.7%	Shares	Sole	2026-07-16
2026-03-31	$369,480	1,364	-0.7%	Shares	Sole	2026-04-20
2025-12-31	$356,293	1,373	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.