Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionShelton Capital Management
Latest Disclosed Ownership1,481 shares
Latest Disclosed Value $ 401,173
Shelton Capital Management reports 3.01% decrease in ownership of PSA / Public Storage

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 1,481 shares of Public Storage (MX:PSA) valued at $401,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,527 shares of Public Storage. This represents a change in shares of -3.01% 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)
2026-05-15 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,481 -46 -3.01 401 1.26 0.0088
2026-02-17 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,527 0 0.00 396 -10.20 0.0078
2025-11-14 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,527 0 0.00 441 -1.56 0.0094
2025-08-13 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,527 0 0.00 448 -1.97 0.0103
2025-05-15 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,527 621 68.54 457 68.63 0.0109
2025-02-13 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 906 0 0.00 271 -17.63 0.0068
2024-11-14 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 906 -58 -6.02 330 18.77 0.0085
2024-08-13 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 964 0 0.00 277 -0.72 0.0075
2024-05-15 2024-03-31 13F PUBLIC STORAGE COM 74460D109 964 0 0.00 280 -5.10 0.0079
2024-02-14 2023-12-31 13F PUBLIC STORAGE COM 74460D109 964 0 0.00 294 15.75 0.0093
2023-11-14 2023-09-30 13F PUBLIC STORAGE COM 74460D109 964 0 0.00 254 -9.61 0.0093
2023-08-10 2023-06-30 13F PUBLIC STORAGE COM 74460D109 964 0 0.00 281 -3.44 0.0101
2023-05-11 2023-03-31 13F PUBLIC STORAGE COM 74460D109 964 0 0.00 291 7.78 0.0121
2023-02-13 2022-12-31 13F PUBLIC STORAGE COM 74460D109 964 0 0.00 270 -4.26 0.0283
2022-11-14 2022-09-30 13F PUBLIC STORAGE COM 74460D109 964 -29 -2.92 282 -9.03 0.0134
2022-08-11 2022-06-30 13F PUBLIC STORAGE COM 74460D109 993 -14,400 -93.55 310 -94.84 0.0139
2022-05-12 2022-03-31 13F PUBLIC STORAGE COM 74460D109 15,393 0 0.00 6,008 4.20 0.2218
2022-02-11 2021-12-31 13F PUBLIC STORAGE COM 74460D109 15,393 0 0.00 5,766 26.09 0.2040
2021-11-15 2021-09-30 13F PUBLIC STORAGE COM 74460D109 15,393 0 0.00 4,573 -1.21 0.1787
2021-08-12 2021-06-30 13F PUBLIC STORAGE COM 74460D109 15,393 14,400 1,450.15 4,629 1,789.39 0.1747
2021-05-14 2021-03-31 13F PUBLIC STORAGE COM 74460D109 993 -42 -4.06 245 2.51 0.0085
2021-02-16 2020-12-31 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 239 3.46 0.0107
2020-11-09 2020-09-30 13F PUBLIC STORAGE COM 74460D109 1,035 1,035 231 0.0096
2020-08-12 2020-06-30 13F PUBLIC STORAGE COM 74460D109 0 -1,035 -100.00 0 -100.00
2020-05-13 2020-03-31 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 206 -6.36 0.0149
2020-02-11 2019-12-31 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 220 -13.39 0.0122
2019-11-13 2019-09-30 13F PUBLIC STORAGE COM 74460D109 1,035 -11,500 -91.74 254 -91.49 0.0150
2019-08-14 2019-06-30 13F PUBLIC STORAGE COM 74460D109 12,535 9,805 359.16 2,985 -76.19 0.1720
2019-05-10 2019-03-31 13F PUBLIC STORAGE COM 74460D109 2,730 1,695 163.77 12,535 5,897.61 0.0494
2019-01-31 2018-12-31 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 209 0.00 0.0142
2018-11-14 2018-09-30 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 209 -11.06 0.0119
2018-08-10 2018-06-30 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 235 13.53 0.0146
2018-05-15 2018-03-31 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 207 -4.17 0.0136
2018-02-06 2017-12-31 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 216 -2.26 0.0139
2017-11-28 2017-09-30 13F/A-1 PUBLIC STORAGE COM 74460D109 1,035 0 0.00 221 2.31 0.0149
2017-08-14 2017-06-30 13F PUBLIC STORAGE COM 74460D109 1,035 0 0.00 216 -4.85 0.0153
2017-11-28 2017-03-31 13F/A-1 PUBLIC STORAGE COM 74460D109 1,035 -100 -8.81 227 -10.63 0.0157
2017-11-28 2016-12-31 13F/A-2 PUBLIC STORAGE COM 74460D109 1,135 -600 -34.58 254 -34.37 0.0193
2017-12-06 2016-09-30 13F/A-2 PUBLIC STORAGE COM 74460D109 1,735 -900 -34.16 387 -42.50 0.0323
2017-12-04 2016-09-30 13F/A-1 PUBLIC STORAGE COM 74460D109 1,135 -600 254 0.0162
2016-08-01 2016-06-30 13F PUBLIC STORAGE COM 74460D109 2,635 800 43.60 673 33.00 0.0593
2016-05-13 2016-03-31 13F PUBLIC STORAGE COM 74460D109 1,835 -900 -32.91 506 -25.26 0.0458
2016-02-01 2015-12-31 13F PUBLIC STORAGE COM 74460D109 2,735 900 49.05 677 74.48 0.0655
2015-11-02 2015-09-30 13F PUBLIC STORAGE COM 74460D109 1,835 1,835 0.00 388 0.0427
2015-08-11 2015-06-30 13F PUBLIC STORAGE COM 74460D109 0 -1,035 -100.00 0 -100.00
2015-05-12 2015-03-31 13F PUBLIC STORAGE COM 74460D109 1,035 -400 -27.87 204 -23.02 0.0220
2015-02-10 2014-12-31 13F PUBLIC STORAGE COM 74460D109 1,435 -256 -15.14 265 -5.36 0.0309
2014-10-15 2014-09-30 13F PUBLIC STORAGE COM 74460D109 1,691 0 0.00 280 -3.45 0.0376
2014-07-25 2014-06-30 13F PUBLIC STORAGE COM 74460D109 1,691 0 0.00 290 1.75 0.0405
2014-04-14 2014-03-31 13F PUBLIC STORAGE COM 74460D109 1,691 0 0.00 285 11.76 0.0418
2014-01-22 2013-12-31 13F PUBLIC STORAGE COM 74460D109 1,691 0 0.00 255 -5.90 0.0386
2013-10-16 2013-09-30 13F PUBLIC STORAGE COM 74460D109 1,691 0 0.00 271 4.63 0.0453
2013-07-10 2013-06-30 13F PUBLIC STORAGE COM 74460D109 1,691 1,691 259 0.0473
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.