Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership1,104 shares
Latest Disclosed Value $ 299,052
Geneos Wealth Management Inc. reports 5.95% increase in ownership of PSA / Public Storage

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,104 shares of Public Storage (MX:PSA) valued at $299,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,042 shares of Public Storage. This represents a change in shares of 5.95% 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 1,104 62 5.95 299 10.74 0.0069
2026-01-28 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,042 1 0.10 270 -10.00 0.0066
2025-10-22 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,041 -32 -2.98 301 -4.46 0.0076
2025-08-18 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,073 421 64.57 315 61.03 0.0077
2025-05-21 2025-03-31 13F/A-1 PUBLIC STORAGE OPER COM 74460D109 652 -21 -3.12 195 -2.99 0.0065
2025-05-08 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 939 266 298 0.0075
2025-01-21 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 673 -80 -10.62 202 -26.37 0.0071
2024-11-14 2024-09-30 13F PUBLIC STORAGE COM 74460D109 753 -5 -0.66 274 25.23 0.0105
2024-07-23 2024-06-30 13F PUBLIC STORAGE COM 74460D109 758 1 0.13 218 -0.46 0.0097
2024-05-03 2024-03-31 13F PUBLIC STORAGE COM 74460D109 757 -14 -1.82 219 -6.81 0.0101
2024-01-26 2023-12-31 13F PUBLIC STORAGE COM 74460D109 771 -1,095 -58.68 235 -52.14 0.0116
2023-10-11 2023-09-30 13F PUBLIC STORAGE COM 74460D109 1,866 141 8.17 492 -2.39 0.0253
2023-08-08 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,725 795 85.48 503 79.64 0.0264
2023-04-25 2023-03-31 13F PUBLIC STORAGE COM 74460D109 930 268 40.48 281 51.35 0.0171
2023-01-31 2022-12-31 13F PUBLIC STORAGE COM 74460D109 662 308 87.01 185 79.61 0.0112
2022-11-14 2022-09-30 13F PUBLIC STORAGE COM 74460D109 354 -801 -69.35 103 -71.86 0.0071
2022-07-22 2022-06-30 13F PUBLIC STORAGE COM 74460D109 1,155 -17 -1.45 366 -19.91 0.0181
2022-05-16 2022-03-31 13F PUBLIC STORAGE COM 74460D109 1,172 -96 -7.57 457 -3.79 0.0196
2022-02-09 2021-12-31 13F PUBLIC STORAGE COM 74460D109 1,268 51 4.19 475 31.58 0.0181
2021-11-09 2021-09-30 13F PUBLIC STORAGE COM 74460D109 1,217 0 0.00 361 -1.90 0.0138
2021-07-08 2021-06-30 13F PUBLIC STORAGE COM 74460D109 1,217 82 7.22 368 15.36 0.0144
2021-06-17 2021-03-31 13F PUBLIC STORAGE COM 74460D109 1,135 -73 -6.04 319 7.77 0.0089
2021-05-19 2020-12-31 13F PUBLIC STORAGE COM 74460D109 1,208 88 7.86 296 21.31 0.0119
2021-09-07 2020-09-30 13F PUBLIC STORAGE COM 74460D109 1,120 -94 -7.74 244 6.55 0.0126
2021-09-07 2020-06-30 13F PUBLIC STORAGE COM 74460D109 1,214 146 13.67 229 12.25 0.0127
2021-09-07 2020-03-31 13F PUBLIC STORAGE COM 74460D109 1,068 1 0.09 204 -9.33 0.0137
2021-09-07 2019-12-31 13F PUBLIC STORAGE COM 74460D109 1,067 -135 -11.23 225 -23.47 0.0120
2021-09-07 2019-09-30 13F PUBLIC STORAGE COM 74460D109 1,202 1 0.08 294 2.80 0.0176
2021-09-07 2019-06-30 13F PUBLIC STORAGE COM 74460D109 1,201 0 0.00 286 9.58 0.0177
2021-09-07 2019-03-31 13F PUBLIC STORAGE COM 74460D109 1,201 0 0.00 261 7.85 0.0172
2021-09-07 2018-12-31 13F PUBLIC STORAGE COM 74460D109 1,201 -115 -8.74 242 -8.68 0.0179
2021-09-07 2018-09-30 13F PUBLIC STORAGE COM 74460D109 1,316 -115 -8.04 265 -18.21 0.0176
2021-09-07 2018-06-30 13F PUBLIC STORAGE COM 74460D109 1,431 -867 -37.73 324 -29.57 0.0253
2021-09-07 2018-03-31 13F PUBLIC STORAGE COM 74460D109 2,298 -297 -11.45 460 -15.13 0.0402
2021-09-07 2017-12-31 13F PUBLIC STORAGE COM 74460D109 2,595 -190 -6.82 542 -8.91 0.0484
2021-09-07 2017-09-30 13F PUBLIC STORAGE COM 74460D109 2,785 -57 -2.01 595 0.51 0.0591
2021-09-07 2017-06-30 13F PUBLIC STORAGE COM 74460D109 2,842 -13 -0.46 592 -5.13 0.0607
2021-09-07 2017-03-31 13F PUBLIC STORAGE COM 74460D109 2,855 658 29.95 624 27.09 0.0649
2021-09-07 2016-12-31 13F PUBLIC STORAGE COM 74460D109 2,197 -332 -13.13 491 -12.94 0.0648
2021-09-07 2016-09-30 13F PUBLIC STORAGE COM 74460D109 2,529 7 0.28 564 -11.87 0.0759
2021-09-07 2016-06-30 13F PUBLIC STORAGE COM 74460D109 2,522 20 0.80 640 -7.11 0.0929
2021-09-07 2016-03-31 13F PUBLIC STORAGE COM 74460D109 2,502 2,502 689 0.1053
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.