JONES FINANCIAL COMPANIES LLLP

Position in PSA — Public Storage

CIK 815917 DES PERES, MO

Position in PSA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,570,816

+$2,598,378 QoQ

Shares Held

50,099

+18.5% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 98.18160043114634.ToString("F0")% Shared 0.ToString("F0")% None 1.8183995688536698.ToString("F0")%

Real Estate · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $133,447,229 across 17 REIT - Industrial names. PSA ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	659,362	$87,154,468
2	STAG	STAG Industrial, Inc.	380,759	$13,730,169
3	PSA	Public Storage This page	50,099	$13,570,816
4	REXR	Rexford Industrial Realty, Inc.	342,055	$11,195,459
5	COLD	Americold Realty Trust	267,594	$3,066,627
6	EGP	Eastgroup Properties Inc	12,280	$2,272,905
7	EXR	Extra Space Storage Inc.	6,512	$853,918
8	FR	First Industrial Realty Trust Inc	13,116	$758,760

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,570,816	50,099	+18.5%	Shares	Sole	2026-05-15
2025-12-31	$10,972,438	42,283	+2.9%	Shares	Sole	2026-02-17
2025-09-30	$11,870,001	41,094	+19.9%	Shares	Sole	2025-11-04
2025-06-30	$10,058,437	34,280	+24.2%	Shares	Sole	2025-08-13
2025-03-31	$8,262,797	27,608	+43.5%	Shares	Sole	2025-05-28
2024-12-31	$5,759,428	19,234	+53.5%	Shares	Sole	2025-02-06
2024-09-30	$4,558,563	12,528	+91.9%	Shares	Sole	2024-11-12
2024-06-30	$1,877,491	6,527	+530.0%	Shares	Sole	2024-08-14
2024-03-31	$300,501	1,036	+80.5%	Shares	Sole	2024-05-14
2023-12-31	$175,070	574	-11.0%	Shares	Sole	2024-02-13
2023-09-30	$169,970	645	-5.0%	Shares	Sole	2023-11-14
2023-06-30	$198,186	679	-9.5%	Shares	Sole	2023-08-09
2023-03-31	$226,605	750	+15.7%	Shares	Sole	2023-05-11
2022-12-31	$181,563	648	0.0%	Shares	Sole	2023-02-13
2022-09-30	$189,740	648	0.0%	Shares	Sole	2022-11-03
2022-06-30	$202,610	648	-6.0%	Shares	Sole	2022-08-08
2022-03-31	$268,902	689	-6.3%	Shares	Sole	2022-05-02
2021-12-31	$275,301	735	+69.0%	Shares	Sole	2022-02-11
2021-09-30	$129,238	435	0.0%	Shares	Sole	2021-11-12
2021-06-30	$130,800	435	-2.9%	Shares	Sole	2021-08-12
2021-03-31	$110,548	448	-1.1%	Shares	Sole	2021-04-30
2020-12-31	$104,611	453	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.