Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionResources Investment Advisors, LLC.
Latest Disclosed Ownership1,282 shares
Latest Disclosed Value $ 347,259
Resources Investment Advisors, LLC. reports 6.30% increase in ownership of PSA / Public Storage

On May 8, 2026 - Resources Investment Advisors, LLC. filed a 13F-HR form disclosing ownership of 1,282 shares of Public Storage (MX:PSA) valued at $347,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,206 shares of Public Storage. This represents a change in shares of 6.30% 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)
2026-05-08 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,282 76 6.30 347 10.86 0.0034
2026-02-13 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,206 13 1.09 313 -9.01 0.0031
2025-11-10 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,193 -257 -17.72 344 -19.06 0.0035
2025-08-07 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,450 -234 -13.90 425 -15.67 0.0047
2025-04-29 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,684 212 14.40 504 14.55 0.0060
2025-02-13 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,472 -298 -16.84 441 -31.57 0.0051
2024-11-06 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,770 115 6.95 644 35.08 0.0074
2024-08-02 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,655 145 9.60 476 8.92 0.0060
2024-05-10 2024-03-31 13F PUBLIC STORAGE COM 74460D109 1,510 -386 -20.36 438 -24.39 0.0069
2024-02-13 2023-12-31 13F PUBLIC STORAGE COM 74460D109 1,896 744 64.58 578 90.76 0.0101
2023-11-14 2023-09-30 13F PUBLIC STORAGE COM 74460D109 1,152 23 2.04 304 -7.90 0.0066
2023-08-07 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,129 63 5.91 330 2.17 0.0073
2023-05-10 2023-03-31 13F PUBLIC STORAGE COM 74460D109 1,066 38 3.70 322 12.20 0.0076
2023-02-02 2022-12-31 13F PUBLIC STORAGE COM 74460D109 1,028 136 15.25 288 9.96 0.0084
2022-11-08 2022-09-30 13F PUBLIC STORAGE COM 74460D109 892 892 261 0.0097
2022-08-08 2022-06-30 13F PUBLIC STORAGE COM 74460D109 0 -714 -100.00 0 -100.00
2022-05-05 2022-03-31 13F PUBLIC STORAGE COM 74460D109 714 42 6.25 279 10.71 0.0105
2022-02-23 2021-12-31 13F PUBLIC STORAGE COM 74460D109 672 -4 -0.59 252 25.37 0.0089
2021-11-05 2021-09-30 13F PUBLIC STORAGE COM 74460D109 676 676 201 0.0080
2020-05-14 2020-03-31 13F PUBLIC STORAGE COM 74460D109 0 -2,944 -100.00 0 -100.00
2020-02-07 2019-12-31 13F PUBLIC STORAGE COM 74460D109 2,944 -9 -0.30 627 -13.40 0.0494
2019-11-08 2019-09-30 13F PUBLIC STORAGE COM 74460D109 2,953 2,953 724 0.0649
2019-08-12 2019-06-30 13F PUBLIC STORAGE COM 74460D109 0 -3,554 -100.00 0 -100.00
2019-05-10 2019-03-31 13F PUBLIC STORAGE COM 74460D109 3,554 -18 -0.50 787 8.85 0.1150
2019-02-12 2018-12-31 13F PUBLIC STORAGE COM 74460D109 3,572 3,572 723 0.1219
2018-11-07 2018-09-30 13F PUBLIC STORAGE PFD PFD 5.375% DIV SER V PERP/CALL 74460W800 0 -485 -100.00 0 -100.00
2018-08-14 2018-06-30 13F PUBLIC STORAGE PFD PFD 5.375% DIV SER V PERP/CALL 74460W800 485 0 0.00 12 0.00 0.0025
2018-08-14 2018-06-30 13F PUBLIC STORAGE COM 74460D109 3,530 -336 810 0.1699
2018-05-14 2018-03-31 13F PUBLIC STORAGE PFD PFD 74460W800 485 -3,338 -87.31 12 -98.50 0.0026
2018-05-14 2018-03-31 13F PUBLIC STORAGE COM COM 74460D109 3,866 43 775 0.1702
2018-01-31 2017-12-31 13F PUBLIC STORAGE COM COM 74460D109 3,823 3,722 3,685.15 799 3,531.82 0.0913
2017-11-13 2017-09-30 13F PUBLIC STORAGE COM 74460D109 101 -3,770 -97.39 22 -97.27 0.0081
2017-08-14 2017-06-30 13F PUBLIC STORAGE COM 74460D109 3,871 3,871 807 0.2406
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.