INDEPENDENT FINANCIAL GROUP, LLC

Position in PSA — Public Storage

CIK 275484 SAN DIEGO, CA

Position in PSA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$642,667

+$95,219 QoQ

Shares Held

2,019

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#94

of 231 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $14,957,611 across 5 REIT - Industrial names. PSA ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMA	SmartStop Self Storage REIT, Inc.	374,632	$12,175,540
2	PLD	Prologis, Inc.	10,841	$1,468,630
3	PSA	Public Storage This page	2,019	$642,667
4	EXR	Extra Space Storage Inc.	2,478	$360,053
5	STAG	STAG Industrial, Inc.	8,164	$310,721

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$642,667	2,019	-0.1%	Shares	Sole	2026-07-15
2026-03-31	$547,448	2,021	+14.8%	Shares	Sole	2026-05-15
2025-12-31	$456,979	1,761	-28.8%	Shares	Sole	2026-05-15
2025-09-30	$714,037	2,472	-12.4%	Shares	Sole	2026-05-15
2025-06-30	$827,737	2,821	+9.2%	Shares	Sole	2026-05-15
2025-03-31	$773,365	2,584	-4.8%	Shares	Sole	2026-05-19
2024-12-31	$812,979	2,715	-6.5%	Shares	Sole	2026-06-12
2024-09-30	$1,056,678	2,904	-8.4%	Shares	Sole	2026-06-12
2024-06-30	$911,562	3,169	-0.6%	Shares	Sole	2026-06-12
2024-03-31	$924,421	3,187	+48.3%	Shares	Sole	2026-06-12
2023-12-31	$655,445	2,149	+3.0%	Shares	Sole	2026-06-12
2023-09-30	$549,966	2,087	-0.8%	Shares	Sole	2026-06-12
2023-06-30	$613,823	2,103	+6.1%	Shares	Sole	2026-06-12
2023-03-31	$599,143	1,983	+19.9%	Shares	Sole	2026-06-12
2022-12-31	$463,434	1,654	+4.5%	Shares	Sole	2026-06-15
2022-09-30	$463,518	1,583	-0.1%	Shares	Sole	2026-06-15
2022-06-30	$495,581	1,585	-10.6%	Shares	Sole	2026-06-12
2022-03-31	$691,576	1,772	-23.5%	Shares	Sole	2026-06-12
2021-12-31	$867,480	2,316	+24.2%	Shares	Sole	2026-06-15
2021-09-30	$554,091	1,865	+30.1%	Shares	Sole	2026-06-15
2021-06-30	$431,189	1,434	+2.4%	Shares	Sole	2026-06-15
2021-03-31	$345,710	1,401	+13.3%	Shares	Sole	2026-06-15
2020-12-31	$285,660	1,237	+9.0%	Shares	Sole	2026-06-15
2020-09-30	$252,787	1,135	-1.6%	Shares	Sole	2026-06-15
2020-06-30	$221,441	1,154	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.