Public Storage
DE ˙ DB ˙ US74460D1090
244,10 € ↑1,30 (0,54%)
2026-06-03
DEL PRIS
SecurityDE:PUP / Public Storage
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership1,568 shares
Latest Disclosed Value $ 424,577
AE Wealth Management LLC reports 11.51% decrease in ownership of PUP / Public Storage

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,568 shares of Public Storage (DE:PUP) valued at $358,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,772 shares of Public Storage. This represents a change in shares of -11.51% during the quarter. The current value of the position is $382,749 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,568 -204 -11.51 425 -7.63 0.0001
2026-01-26 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,772 450 34.04 460 20.16 0.0026
2025-11-03 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,322 -308 -18.90 382 -20.08 0.0024
2025-08-06 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,630 73 4.69 478 2.80 0.0035
2025-05-06 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,557 -859 -35.55 466 -35.68 0.0039
2025-02-13 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 2,416 -689 -22.19 723 -36.02 0.0061
2024-11-14 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 3,105 40 1.31 1,130 28.26 0.0103
2024-08-12 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 3,065 675 28.24 882 27.13 0.0088
2024-05-15 2024-03-31 13F PUBLIC STORAGE COM 74460D109 2,390 -13,220 -84.69 693 -84.69 0.0078
2024-02-14 2023-12-31 13F PUBLIC STORAGE COM 74460D109 15,610 -672 -4.13 4,525 5.48 0.0231
2023-10-11 2023-09-30 13F PUBLIC STORAGE COM 74460D109 16,282 93 0.57 4,291 -9.21 0.0256
2023-07-10 2023-06-30 13F PUBLIC STORAGE COM 74460D109 16,189 4,858 42.87 4,725 38.04 0.0284
2023-04-14 2023-03-31 13F PUBLIC STORAGE COM 74460D109 11,331 872 8.34 3,423 16.83 0.0220
2023-01-31 2022-12-31 13F PUBLIC STORAGE COM 74460D109 10,459 911 9.54 2,930 4.79 0.0212
2022-10-25 2022-09-30 13F PUBLIC STORAGE COM 74460D109 9,548 1,613 20.33 2,796 12.70 0.0222
2022-08-03 2022-06-30 13F PUBLIC STORAGE COM 74460D109 7,935 971 13.94 2,481 -8.72 0.0198
2022-04-18 2022-03-31 13F PUBLIC STORAGE COM 74460D109 6,964 -49 -0.70 2,718 3.46 0.0186
2022-01-20 2021-12-31 13F PUBLIC STORAGE COM 74460D109 7,013 644 10.11 2,627 38.85 0.0183
2021-11-01 2021-09-30 13F PUBLIC STORAGE COM 74460D109 6,369 -5,532 -46.48 1,892 -47.12 0.0156
2021-07-21 2021-06-30 13F PUBLIC STORAGE COM 74460D109 11,901 1,030 9.47 3,578 33.41 0.0313
2021-04-27 2021-03-31 13F PUBLIC STORAGE COM 74460D109 10,871 -706 -6.10 2,682 0.34 0.0271
2021-02-01 2020-12-31 13F PUBLIC STORAGE COM 74460D109 11,577 91 0.79 2,673 4.50 0.0303
2020-11-06 2020-09-30 13F PUBLIC STORAGE COM 74460D109 11,486 3 0.03 2,558 16.11 0.0365
2020-08-05 2020-06-30 13F PUBLIC STORAGE COM 74460D109 11,483 659 6.09 2,203 2.47 0.0340
2020-05-07 2020-03-31 13F PUBLIC STORAGE COM 74460D109 10,824 688 6.79 2,150 -0.42 0.0494
2020-01-15 2019-12-31 13F PUBLIC STORAGE COM 74460D109 10,136 1,890 22.92 2,159 6.72 0.0469
2019-11-05 2019-09-30 13F PUBLIC STORAGE COM 74460D109 8,246 -393 -4.55 2,023 -1.70 0.0585
2019-07-22 2019-06-30 13F PUBLIC STORAGE COM 74460D109 8,639 5,209 151.87 2,058 175.50 0.0618
2019-05-14 2019-03-31 13F PUBLIC STORAGE COM 74460D109 3,430 1,128 49.00 747 60.30 0.0519
2019-02-14 2018-12-31 13F PUBLIC STORAGE COM 74460D109 2,302 -3,753 -61.98 466 -61.83 0.0798
2018-11-13 2018-09-30 13F PUBLIC STORAGE COM 74460D109 6,055 3,396 127.72 1,221 102.49 0.0672
2018-08-14 2018-06-30 13F PUBLIC STORAGE COM 74460D109 2,659 60 2.31 603 15.74 0.0410
2018-05-14 2018-03-31 13F PUBLIC STORAGE COM 74460D109 2,599 787 43.43 521 37.47 0.0402
2018-02-06 2017-12-31 13F PUBLIC STORAGE COM 74460D109 1,812 278 18.12 379 15.55 0.0334
2017-11-08 2017-09-30 13F PUBLIC STORAGE COM 74460D109 1,534 345 29.02 328 32.26 0.0304
2017-08-11 2017-06-30 13F PUBLIC STORAGE COM 74460D109 1,189 1,189 248 0.0296
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.