STEPHENS INC /AR/

Position in PSA — Public Storage

CIK 757657 LITTLE ROCK, AR

Position in PSA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$9,463,356

+$1,582,374 QoQ

Shares Held

29,730

+2.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#217

of 1,108 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Real Estate · as of Jun 30, 2026

STEPHENS INC /AR/ holds $21,329,489 across 4 REIT - Industrial names. PSA ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage This page	29,730	$9,463,356
2	PLD	Prologis, Inc.	64,784	$8,776,288
3	TRNO	Terreno Realty Corp	43,987	$2,849,037
4	EGP	Eastgroup Properties Inc	1,189	$240,808

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,463,356	29,730	+2.2%	Shares	Defined	2026-07-29
2026-03-31	$7,880,982	29,094	+9.3%	Shares	Defined	2026-04-28
2025-12-31	$6,904,776	26,608	-10.1%	Shares	Defined	2026-02-05
2025-09-30	$8,551,404	29,605	+1.8%	Shares	Defined	2025-10-27
2025-06-30	$8,534,414	29,086	-6.1%	Shares	Defined	2025-07-29
2025-03-31	$9,270,807	30,976	-18.1%	Shares	Defined	2025-05-01
2024-12-31	$11,326,318	37,825	+2.4%	Shares	Defined	2025-01-28
2024-09-30	$13,435,899	36,925	+3.2%	Shares	Defined	2024-10-28
2024-06-30	$10,291,829	35,779	+19.2%	Shares	Defined	2024-08-06
2024-03-31	$8,707,601	30,020	+38.1%	Shares	Defined	2024-05-15
2023-12-31	$6,632,225	21,745	+452.5%	Shares	Defined	2024-02-13
2023-09-30	$1,037,214	3,936	-0.9%	Shares	Defined	2023-11-14
2023-06-30	$1,158,763	3,970	-73.7%	Shares	Defined	2023-08-14
2023-03-31	$4,565,637	15,111	+19.6%	Shares	Defined	2023-05-15
2022-12-31	$3,541,321	12,639	+82.6%	Shares	Defined	2023-02-14
2022-09-30	$2,026,830	6,922	+185.6%	Shares	Defined	2022-11-02
2022-06-30	$757,912	2,424	-2.3%	Shares	Defined	2022-08-03
2022-03-31	$968,674	2,482	0.0%	Shares	Defined	2022-05-04
2021-12-31	$929,657	2,482	+47.0%	Shares	Defined	2022-03-07
2021-09-30	$501,801	1,689	-17.8%	Shares	Defined	2021-10-27
2021-06-30	$617,617	2,054	+41.4%	Shares	Defined	2021-08-12
2021-03-31	$358,542	1,453	+0.1%	Shares	Defined	2021-05-14
2020-12-31	$335,310	1,452	+5.4%	Shares	Defined	2021-02-10
2020-09-30	$306,908	1,378	-13.6%	Shares	Defined	2020-11-13
2020-06-30	$306,064	1,595	-25.4%	Shares	Defined	2020-08-24
2020-03-31	$424,826	2,139	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.