Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership1,351 shares
Latest Disclosed Value $ 365,960
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 37.44% increase in ownership of PSA / Public Storage

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 1,351 shares of Public Storage (MX:PSA) valued at $365,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 983 shares of Public Storage. This represents a change in shares of 37.44% 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)
2026-05-04 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,351 368 37.44 366 43.14 0.0044
2026-01-16 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 983 -8 -0.81 255 -10.84 0.0045
2025-11-10 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 991 292 41.77 286 39.51 0.0057
2025-07-21 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 699 -39 -5.28 205 -6.82 0.0046
2025-05-08 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 738 1 0.14 221 0.00 0.0057
2025-01-22 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 737 -28 -3.66 221 -20.86 0.0060
2024-11-01 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 765 -31 -3.89 278 21.93 0.0078
2024-08-09 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 796 -228 -22.27 229 -23.23 0.0068
2024-05-07 2024-03-31 13F PUBLIC STORAGE COM 74460D109 1,024 -43 -4.03 297 -8.62 0.0090
2024-02-06 2023-12-31 13F PUBLIC STORAGE COM 74460D109 1,067 -30 -2.73 325 12.46 0.0108
2023-11-03 2023-09-30 13F PUBLIC STORAGE COM 74460D109 1,097 43 4.08 289 -5.86 0.0113
2023-08-11 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,054 -212 -16.75 308 -19.63 0.0124
2023-05-09 2023-03-31 13F PUBLIC STORAGE COM 74460D109 1,266 -60 -4.52 383 2.96 0.0166
2023-02-08 2022-12-31 13F PUBLIC STORAGE COM 74460D109 1,326 308 30.26 372 24.50 0.0175
2022-11-03 2022-09-30 13F PUBLIC STORAGE COM 74460D109 1,018 -307 -23.17 298 -28.02 0.0156
2022-08-02 2022-06-30 13F PUBLIC STORAGE COM 74460D109 1,325 -871 -39.66 414 -51.69 0.0217
2022-05-13 2022-03-31 13F PUBLIC STORAGE COM 74460D109 2,196 510 30.25 857 35.60 0.0427
2022-02-14 2021-12-31 13F PUBLIC STORAGE COM 74460D109 1,686 -91 -5.12 632 19.70 0.0316
2021-11-02 2021-09-30 13F PUBLIC STORAGE COM 74460D109 1,777 -374 -17.39 528 -18.39 0.0301
2021-08-12 2021-06-30 13F PUBLIC STORAGE COM 74460D109 2,151 259 13.69 647 38.54 0.0392
2021-05-17 2021-03-31 13F PUBLIC STORAGE COM 74460D109 1,892 -110 -5.49 467 1.08 0.0374
2021-02-12 2020-12-31 13F PUBLIC STORAGE COM 74460D109 2,002 527 35.73 462 40.43 0.0352
2020-11-12 2020-09-30 13F PUBLIC STORAGE COM 74460D109 1,475 -8 -0.54 329 15.44 0.0281
2020-08-12 2020-06-30 13F PUBLIC STORAGE COM 74460D109 1,483 -217 -12.76 285 -15.68 0.0266
2020-05-11 2020-03-31 13F PUBLIC STORAGE COM 74460D109 1,700 331 24.18 338 15.75 0.0369
2020-02-13 2019-12-31 13F PUBLIC STORAGE COM 74460D109 1,369 523 61.82 292 41.06 0.0321
2019-11-13 2019-09-30 13F PUBLIC STORAGE COM 74460D109 846 846 207 0.0251
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.