Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionHoertkorn Richard Charles
Latest Disclosed Ownership357 shares
Latest Disclosed Value $ 96,704
Hoertkorn Richard Charles ownership in PSA / Public Storage

On April 29, 2026 - Hoertkorn Richard Charles filed a 13F-HR form disclosing ownership of 357 shares of Public Storage (MX:PSA) valued at $96,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 357 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)
2026-04-29 2026-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 97 4.35 0.0793
2026-01-27 2025-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 93 -10.68 0.0360
2025-10-27 2025-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 103 -0.96 0.0399
2025-07-07 2025-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 105 -1.89 0.0444
2025-04-24 2025-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 107 0.00 0.0494
2025-02-12 2024-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 107 -17.83 0.0440
2024-10-22 2024-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 130 26.47 0.0560
2024-07-22 2024-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 103 -0.97 0.0447
2024-05-02 2024-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 104 -4.63 0.0445
2024-02-15 2023-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 109 14.89 0.0491
2023-10-23 2023-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 94 -9.62 0.0471
2023-07-07 2023-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 104 -2.80 0.0502
2023-04-19 2023-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 108 7.00 0.0557
2023-02-10 2022-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 100 -3.85 0.0531
2022-11-01 2022-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 104 -7.14 0.0595
2022-07-15 2022-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 112 -19.42 0.0616
2022-05-02 2022-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 139 3.73 0.0611
2022-01-26 2021-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 134 26.42 0.0542
2021-10-12 2021-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 106 -0.93 0.0476
2021-07-12 2021-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 107 21.59 0.0479
2021-04-21 2021-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 88 7.32 0.0434
2021-01-29 2020-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 82 2.50 0.0451
2020-10-09 2020-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 80 17.65 0.0530
2020-07-27 2020-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 68 -4.23 0.0463
2020-05-01 2020-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 71 -6.58 0.0582
2020-01-29 2019-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 76 -13.64 0.0468
2019-10-24 2019-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 88 3.53 0.0569
2019-07-09 2019-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 85 8.97 0.0565
2019-04-30 2019-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 78 8.33 0.0517
2019-01-24 2018-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 72 0.00 0.0507
2018-10-18 2018-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 72 -11.11 0.0427
2018-08-01 2018-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 81 12.50 0.0496
2018-04-17 2018-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 72 -4.00 0.0444
2018-01-25 2017-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 75 -1.32 0.0445
2017-10-27 2017-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 76 2.70 0.0482
2017-07-13 2017-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 74 -5.13 0.0490
2017-04-27 2017-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 78 -2.50 0.0520
2017-01-11 2016-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 80 0.00 0.0554
2016-10-28 2016-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 80 -12.09 0.0623
2016-07-21 2016-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 91 -8.08 0.0726
2016-04-14 2016-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 99 12.50 0.0793
2016-01-20 2015-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 88 15.79 0.0660
2015-10-15 2015-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 76 15.15 0.0599
2015-08-10 2015-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 66 -5.71 0.0493
2015-05-04 2015-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 70 6.06 0.0521
2015-02-09 2014-12-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 66 11.86 0.0468
2014-10-28 2014-09-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 59 -3.28 0.0436
2014-07-28 2014-06-30 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 61 1.67 0.0455
2014-04-30 2014-03-31 13F PUBLIC STORAGE COM 74460D109 357 0 0.00 60 11.11 0.0471
2014-02-11 2013-12-31 13F PUBLIC STORAGE COM 74460D109 357 357 54 0.0417
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.