Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership5,424 shares
Latest Disclosed Value $ 1,469,209
Midwest Professional Planners, LTD. reports 2.20% decrease in ownership of PSA / Public Storage

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 5,424 shares of Public Storage (MX:PSA) valued at $1,469,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,546 shares of Public Storage. This represents a change in shares of -2.20% 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)
2026-05-05 2026-03-31 13F PUBLIC STORAGE OPER CO COM COM 74460D109 5,424 -122 -2.20 1,469 2.08 0.3461
2026-02-06 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 5,546 -1,483 -21.10 1,439 -29.11 0.3409
2025-11-04 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 7,029 -109 -1.53 2,030 -3.06 0.4953
2025-08-11 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 7,138 195 2.81 2,094 0.77 0.5515
2025-05-02 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 6,943 78 1.14 2,078 1.12 0.6467
2025-02-10 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 6,865 489 7.67 2,056 -11.42 0.6139
2024-11-14 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 6,376 173 2.79 2,320 30.04 0.7093
2024-08-06 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 6,203 134 2.21 1,784 1.36 0.5963
2024-05-09 2024-03-31 13F PUBLIC STORAGE COM 74460D109 6,069 315 5.47 1,760 0.28 0.6175
2024-02-15 2023-12-31 13F PUBLIC STORAGE COM 74460D109 5,754 366 6.79 1,755 23.68 0.6996
2024-02-15 2023-12-31 13F PUBLIC STORAGE COM 74460D109 5,754 1,755
2023-11-13 2023-09-30 13F PUBLIC STORAGE COM 74460D109 5,388 381 7.61 1,420 -2.87 0.6385
2023-08-07 2023-06-30 13F PUBLIC STORAGE COM 74460D109 5,007 526 11.74 1,462 7.98 0.6402
2023-05-15 2023-03-31 13F PUBLIC STORAGE COM 74460D109 4,481 220 5.16 1,354 13.41 0.6623
2023-02-10 2022-12-31 13F PUBLIC STORAGE COM 74460D109 4,261 292 7.36 1,194 2.67 0.6607
2022-11-10 2022-09-30 13F PUBLIC STORAGE COM 74460D109 3,969 250 6.72 1,162 -0.09 0.6933
2022-08-09 2022-06-30 13F PUBLIC STORAGE COM 74460D109 3,719 191 5.41 1,163 -15.54 0.6560
2022-05-11 2022-03-31 13F PUBLIC STORAGE COM 74460D109 3,528 186 5.57 1,377 9.98 0.6774
2022-02-10 2021-12-31 13F PUBLIC STORAGE COM 74460D109 3,342 59 1.80 1,252 28.41 0.6082
2021-11-08 2021-09-30 13F PUBLIC STORAGE COM 74460D109 3,283 -18 -0.55 975 -1.71 0.5171
2021-08-10 2021-06-30 13F PUBLIC STORAGE COM 74460D109 3,301 -2,352 -41.61 992 118.50 0.5168
2021-05-17 2021-03-31 13F Prologis COM 74460D109 5,653 2,454 76.71 454 -38.57 0.4483
2021-03-11 2020-12-31 13F PUBLIC STORAGE COM 74460D109 3,199 -2,765 -46.36 739 23.17 0.4553
2020-11-06 2020-09-30 13F Prologis COM 74460D109 5,964 202 3.51 600 11.52 0.4221
2020-08-14 2020-06-30 13F Prologis COM 74460D109 5,762 109 1.93 538 18.50 0.4236
2020-05-05 2020-03-31 13F Prologis COM 74460D109 5,653 2,929 107.53 454 86.83 0.4483
2020-02-11 2019-12-31 13F Prologis COM 74460D109 2,724 503 22.65 243 -55.41 0.1985
2019-11-14 2019-09-30 13F Public Storage COM 74460D109 2,221 13 0.59 545 3.61 0.4875
2019-08-12 2019-06-30 13F Public Storage COM 74460D109 2,208 4 0.18 526 9.58 0.4880
2019-05-08 2019-03-31 13F Public Storage COM 74460D109 2,204 3 0.14 480 7.62 0.4634
2019-02-13 2018-12-31 13F Public Storage COM 74460D109 2,201 -5 -0.23 446 0.22 0.4801
2018-11-13 2018-09-30 13F Public Storage COM 74460D109 2,206 94 4.45 445 -7.10 0.4086
2018-08-10 2018-06-30 13F Public Storage COM 74460D109 2,112 500 31.02 479 48.30 0.4283
2018-05-15 2018-03-31 13F Public Storage COM 74460D109 1,612 55 3.53 323 -0.62 0.2911
2018-02-12 2017-12-31 13F PUBLIC STORAGE COM 74460D109 1,557 1,557 325 0.2968
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.