COMPASS FINANCIAL MANAGEMENT LLC

Position in PSA — Public Storage

CIK 2148724 TAMPA, FL

Position in PSA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,957

New position

Shares Held

25

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,034

of 1,108 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $4,617,800 across 5 REIT - Industrial names. PSA ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IIPR	Innovative Industrial Properties Inc	72,193	$4,474,522
2	PLD	Prologis, Inc.	727	$98,486
3	SMA	SmartStop Self Storage REIT, Inc.	1,120	$36,400
4	PSA	Public Storage This page	25	$7,957
5	EXR	Extra Space Storage Inc.	3	$435

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,957	25	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.