Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionAtlas Capital Advisors Llc
Latest Disclosed Ownership8 shares
Latest Disclosed Value $ 2,167
Atlas Capital Advisors Llc ownership in PSA / Public Storage

On May 11, 2026 - Atlas Capital Advisors Llc filed a 13F-HR form disclosing ownership of 8 shares of Public Storage (MX:PSA) valued at $2,167 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8 shares of Public Storage. This represents a change in shares of 0.00% during the quarter.

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.

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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)
2026-05-11 2026-03-31 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0002
2026-02-13 2025-12-31 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0002
2025-08-12 2025-06-30 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0003
2025-05-12 2025-03-31 13F Public Storage Exchanged Traded Fund 74460D109 8 0 0.00 2 0.00 0.0003
2025-02-12 2024-12-31 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0003
2024-11-05 2024-09-30 13F Public Storage Equity 74460D109 8 0 0.00 3 0.00 0.0004
2024-11-05 2024-09-30 13F Public Storage Equity 74460D109 8 0 3 0.0004
2024-07-30 2024-06-30 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0003
2024-04-15 2024-03-31 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0004
2024-02-15 2023-12-31 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0004
2023-11-14 2023-09-30 13F Public Storage Equity 74460D109 8 0 0.00 2 0.00 0.0003
2023-08-15 2023-06-30 13F Public Storage Equity 74460D109 8 -460 -98.29 2 -98.58 0.0004
2023-05-16 2023-03-31 13F Public Storage Equity 74460D109 468 0 0.00 141 7.63 0.0222
2023-02-15 2022-12-31 13F Public Storage US Large Cap 74460D109 468 0 0.00 131 -4.38 0.0220
2022-11-08 2022-09-30 13F Public Storage US Large Cap 74460D109 468 -119 -20.27 137 -25.14 0.0249
2022-08-16 2022-06-30 13F Public Storage US Large Cap 74460D109 587 119 25.43 184 0.55 0.0311
2022-05-11 2022-03-31 13F Public Storage US Large Cap 74460D109 468 0 0.00 183 4.00 0.0284
2022-02-01 2021-12-31 13F Public Storage US Large Cap 74460D109 468 0 0.00 175 25.90 0.0261
2021-10-28 2021-09-30 13F Public Storage US Large Cap 74460D109 468 23 5.17 139 4.51 0.0223
2021-07-30 2021-06-30 13F Public Storage US Large Cap 74460D109 445 8 1.83 134 24.30 0.0224
2021-05-10 2021-03-31 13F Public Storage US Large Cap 74460D109 437 0 0.00 108 7.00 0.0210
2021-02-16 2020-12-31 13F Public Storage US Large Cap 74460D109 437 437 101 0.0212
2020-10-23 2020-09-30 13F Public Storage Pfd Preferred 74460W107 0 -500 -100.00 0 -100.00
2020-07-28 2020-06-30 13F Public Storage Pfd Preferred 74460W107 500 0 0.00 13 0.00 0.0029
2020-07-28 2020-06-30 13F Public Storage US Large Cap 74460D109 437 -63 84 0.0197
2020-05-04 2020-03-31 13F Public Storage Pfd Preferred 74460W107 500 500 12 0.0036
2020-01-28 2019-12-31 13F Public Storage US Large Cap 74460D109 0 -22 -100.00 0 -100.00
2019-10-31 2019-09-30 13F Public Storage US Large Cap 74460D109 22 -478 -95.60 5 -58.33 0.0016
2019-07-25 2019-06-30 13F Public Storage Pfd Preferred 74460W107 500 0 0.00 12 0.00 0.0041
2019-04-29 2019-03-31 13F Public Storage Pfd Preferred 74460W107 500 0 0.00 12 9.09 0.0045
2019-01-29 2018-12-31 13F Public Storage Pfd Preferred 74460W107 500 0 0.00 11 0.00 0.0044
2018-11-09 2018-09-30 13F Public Storage Pfd Preferred 74460W107 500 0 0.00 11 -8.33 0.0038
2018-07-30 2018-06-30 13F Public Storage Pfd Preferred 74460W107 500 0 0.00 12 0.00 0.0044
2018-04-17 2018-03-31 13F Public Storage Pfd Preferred 74460W107 500 500 12 0.0038
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.