Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionCarnegie Capital Asset Management, LLC
Latest Disclosed Ownership111,899 shares
Latest Disclosed Value $ 28,834,440
Carnegie Capital Asset Management, LLC reports 5.76% increase in ownership of PSA / Public Storage

On May 1, 2026 - Carnegie Capital Asset Management, LLC filed a 13F-HR form disclosing ownership of 111,899 shares of Public Storage (MX:PSA) valued at $28,834,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 105,808 shares of Public Storage. This represents a change in shares of 5.76% 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)
2026-05-01 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 111,899 6,091 5.76 28,834 5.02 0.5620
2026-01-23 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 105,808 -6,961 -6.17 27,457 -15.71 0.5065
2025-10-16 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 112,769 21,073 22.98 32,573 21.07 0.6140
2025-07-31 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 91,696 7,522 8.94 26,905 7.51 0.5408
2025-05-06 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 84,174 82,517 4,979.90 25,025 4,945.36 0.5941
2025-01-15 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,657 -10 -0.60 496 -18.15 0.0142
2024-10-10 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,667 20 1.21 607 28.12 0.0179
2024-07-22 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,647 -271 -14.13 474 -14.93 0.0148
2024-05-06 2024-03-31 13F PUBLIC STORAGE COM 74460D109 1,918 65 3.51 556 -1.59 0.0173
2024-01-30 2023-12-31 13F PUBLIC STORAGE COM 74460D109 1,853 0 0.00 565 15.78 0.0194
2023-10-11 2023-09-30 13F PUBLIC STORAGE COM 74460D109 1,853 84 4.75 488 -5.43 0.0188
2023-08-04 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,769 11 0.63 516 -2.82 0.0191
2023-04-20 2023-03-31 13F PUBLIC STORAGE COM 74460D109 1,758 -26 -1.46 531 6.41 0.0212
2023-01-24 2022-12-31 13F PUBLIC STORAGE COM 74460D109 1,784 25 1.42 500 -3.11 0.0215
2022-10-14 2022-09-30 13F PUBLIC STORAGE COM 74460D109 1,759 23 1.32 515 -5.16 0.0246
2022-08-02 2022-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 1,736 46 2.72 543 -17.73 0.0245
2022-07-13 2022-06-30 13F PUBLIC STORAGE COM 74460D109 1,551 -139 466 0.0178
2022-04-11 2022-03-31 13F PUBLIC STORAGE COM 74460D109 1,690 17 1.02 660 5.26 0.0241
2022-01-21 2021-12-31 13F PUBLIC STORAGE COM 74460D109 1,673 122 7.87 627 36.01 0.0207
2021-10-08 2021-09-30 13F PUBLIC STORAGE COM 74460D109 1,551 0 0.00 461 -1.07 0.0173
2021-07-16 2021-06-30 13F PUBLIC STORAGE COM 74460D109 1,551 0 0.00 466 21.67 0.0176
2021-04-12 2021-03-31 13F PUBLIC STORAGE COM 74460D109 1,551 0 0.00 383 6.98 0.0161
2021-02-08 2020-12-31 13F PUBLIC STORAGE COM 74460D109 1,551 -425 -21.51 358 -18.64 0.0161
2020-10-13 2020-09-30 13F PUBLIC STORAGE COM 74460D109 1,976 -381 -16.16 440 -2.65 0.0225
2020-07-09 2020-06-30 13F PUBLIC STORAGE COM 74460D109 2,357 -530 -18.36 452 -21.12 0.0260
2020-05-08 2020-03-31 13F PUBLIC STORAGE COM 74460D109 2,887 -159 -5.22 573 -11.71 0.0398
2020-02-13 2019-12-31 13F PUBLIC STORAGE COM 74460D109 3,046 0 0.00 649 -13.12 0.0374
2019-11-20 2019-09-30 13F PUBLIC STORAGE COM 74460D109 3,046 50 1.67 747 4.62 0.0476
2019-07-24 2019-06-30 13F PUBLIC STORAGE COM 74460D109 2,996 0 0.00 714 9.51 0.0464
2019-05-14 2019-03-31 13F PUBLIC STORAGE COM 74460D109 2,996 2,996 652 0.0448
2018-02-12 2017-12-31 13F PUBLIC STORAGE COM 74460D109 0 -1,615 -100.00 0 -100.00
2017-11-14 2017-09-30 13F PUBLIC STORAGE COM 74460D109 1,615 75 4.87 347 11.58 0.0406
2017-08-14 2017-06-30 13F PUBLIC STORAGE COM 74460D109 1,540 70 4.76 311 1.30 0.0379
2017-05-15 2017-03-31 13F PUBLIC STORAGE COM 74460D109 1,470 1,470 307 0.0380
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.