PlanVest Financial, Inc

Position in PSA — Public Storage

CIK 2135239 GAITHERSBURG, MD

Position in PSA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$81,805

+$33,860 QoQ

Shares Held

257

+45.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#924

of 1,108 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PlanVest Financial, Inc holds $86,944 across 3 REIT - Industrial names. PSA ranks #1 (94.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	257	$81,805
2	PLD	Prologis, Inc.	20	$2,709
3	EGP	Eastgroup Properties Inc	12	$2,430

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,805	257	+45.2%	Shares	Sole	2026-08-10
2026-03-31	$47,945	177	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.