Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionIsthmus Partners, Llc
Latest Disclosed Ownership43,576 shares
Latest Disclosed Value $ 11,803,867
Isthmus Partners, Llc reports 2.32% increase in ownership of PSA / Public Storage

On April 29, 2026 - Isthmus Partners, Llc filed a 13F-HR form disclosing ownership of 43,576 shares of Public Storage (MX:PSA) valued at $11,803,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 42,589 shares of Public Storage. This represents a change in shares of 2.32% 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 43,576 987 2.32 11,804 6.80 1.2381
2026-02-05 2025-12-31 13F PUBLIC STORAGE COM 74460D109 42,589 26 0.06 11,052 -10.11 1.2273
2025-11-10 2025-09-30 13F PUBLIC STORAGE COM 74460D109 42,563 620 1.48 12,294 -0.10 2.7273
2025-08-13 2025-06-30 13F PUBLIC STORAGE COM 74460D109 41,943 -15 -0.04 12,307 -2.00 1.4376
2025-05-01 2025-03-31 13F PUBLIC STORAGE COM 74460D109 41,958 573 1.38 12,558 1.33 1.5720
2025-02-07 2024-12-31 13F PUBLIC STORAGE COM 74460D109 41,385 -11 -0.03 12,392 -17.73 1.5063
2024-11-14 2024-09-30 13F PUBLIC STORAGE COM 74460D109 41,396 548 1.34 15,063 28.20 1.7896
2024-08-14 2024-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 40,848 756 1.89 11,750 1.03 1.3837
2024-08-06 2024-06-30 13F PUBLIC STORAGE COM 74460D109 40,848 756 76 0.0049
2024-05-08 2024-03-31 13F PUBLIC STORAGE COM 74460D109 40,092 589 1.49 11,629 -3.48 1.3201
2024-02-12 2023-12-31 13F PUBLIC STORAGE COM 74460D109 39,503 2,070 5.53 12,048 22.14 1.5667
2023-11-14 2023-09-30 13F PUBLIC STORAGE COM 74460D109 37,433 334 0.90 9,864 -8.90 1.4230
2023-08-03 2023-06-30 13F PUBLIC STORAGE COM 74460D109 37,099 1,079 3.00 10,828 -0.51 1.4766
2023-05-11 2023-03-31 13F PUBLIC STORAGE COM 74460D109 36,020 1,934 5.67 10,883 13.96 1.5344
2023-02-10 2022-12-31 13F PUBLIC STORAGE COM 74460D109 34,086 -1,400 -3.95 9,551 -8.09 1.4345
2022-11-14 2022-09-30 13F PUBLIC STORAGE COM 74460D109 35,486 28 0.08 10,391 -6.28 1.7884
2022-08-08 2022-06-30 13F PUBLIC STORAGE COM 74460D109 35,458 -74 -0.21 11,087 -20.05 2.0696
2022-05-04 2022-03-31 13F PUBLIC STORAGE COM 74460D109 35,532 455 1.30 13,867 5.55 2.2793
2022-01-25 2021-12-31 13F PUBLIC STORAGE COM 74460D109 35,077 -298 -0.84 13,138 25.00 2.2025
2021-11-10 2021-09-30 13F PUBLIC STORAGE COM 74460D109 35,375 -150 -0.42 10,510 -1.61 1.9057
2021-08-10 2021-06-30 13F PUBLIC STORAGE COM 74460D109 35,525 -1,045 -2.86 10,682 18.37 1.8803
2021-05-17 2021-03-31 13F PUBLIC STORAGE COM 74460D109 36,570 176 0.48 9,024 7.38 1.6563
2021-02-16 2020-12-31 13F PUBLIC STORAGE COM 74460D109 36,394 479 1.33 8,404 5.06 1.7050
2020-11-04 2020-09-30 13F PUBLIC STORAGE COM 74460D109 35,915 115 0.32 7,999 16.43 1.8681
2020-08-14 2020-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 35,800 515 1.46 6,870 -1.97 1.6929
2020-08-10 2020-06-30 13F PUBLIC STORAGE COM 74460D109 35,800 515 6,870 1,658,611.0159
2020-05-15 2020-03-31 13F PUBLIC STORAGE COM 74460D109 35,285 -150 -0.42 7,008 -7.13 2.1532
2020-02-07 2019-12-31 13F PUBLIC STORAGE COM 74460D109 35,435 449 1.28 7,546 -12.06 1.7179
2019-11-14 2019-09-30 13F PUBLIC STORAGE COM 74460D109 34,986 -415 -1.17 8,581 1.78 2.0328
2019-08-09 2019-06-30 13F PUBLIC STORAGE COM 74460D109 35,401 19,311 120.02 8,431 630.59 2.0131
2019-04-19 2019-03-31 13F R L I COM 74460D109 16,090 -16,385 -50.45 1,154 -82.44 0.2810
2019-02-04 2018-12-31 13F PUBLIC STORAGE COM 74460D109 32,475 -1,945 -5.65 6,573 -5.29 1.9751
2018-11-14 2018-09-30 13F PUBLIC STORAGE COM 74460D109 34,420 502 1.48 6,940 -9.81 1.7500
2018-08-02 2018-06-30 13F PUBLIC STORAGE COM 74460D109 33,918 33,918 7,695 2.0064
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.