LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in PSA — Public Storage
CIK 2131510
LOUISVILLE, KY
Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,674,064
+$808,336 QoQ
Shares Held
14,684
+2.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#300
of 1,111 holders
Holding Since
Mar 2026
2 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $5,634,139 across 2 REIT - Industrial names. PSA ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
This page
|
14,684 | $4,674,064 | |
| 2 | PLD |
Prologis, Inc.
|
7,087 | $960,075 |
All Filings in PSA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,674,064 | 14,684 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,865,728 | 14,271 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||