Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionAtlantic Union Bankshares Corp
Latest Disclosed Ownership362 shares
Latest Disclosed Value $ 98,059
Atlantic Union Bankshares Corp reports 10.70% increase in ownership of PSA / Public Storage

On May 12, 2026 - Atlantic Union Bankshares Corp filed a 13F-HR form disclosing ownership of 362 shares of Public Storage (MX:PSA) valued at $98,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 327 shares of Public Storage. This represents a change in shares of 10.70% 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)
2026-05-12 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 362 35 10.70 98 16.67 0.0007
2026-02-04 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 327 -26 -7.37 85 -16.83 0.0016
2025-11-04 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 353 285 419.12 102 431.58 0.0019
2025-08-06 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 68 68 20 0.0005
2017-07-12 2017-06-30 13F PUBLIC STORAGE COM 74460D109 0 -15,847 -100.00 0 -100.00
2017-04-10 2017-03-31 13F PUBLIC STORAGE COM 74460D109 15,847 301 1.94 3,469 -0.17 1.2379
2017-01-10 2016-12-31 13F PUBLIC STORAGE COM 74460D109 15,546 -76 -0.49 3,475 -0.32 1.2922
2016-10-14 2016-09-30 13F PUBLIC STORAGE COM 74460D109 15,622 13,725 723.51 3,486 618.76 1.3291
2016-07-14 2016-06-30 13F PUBLIC STORAGE COM 74460D109 1,897 0 0.00 485 -7.27 0.1868
2016-04-08 2016-03-31 13F PUBLIC STORAGE COM 74460D109 1,897 0 0.00 523 11.28 0.2171
2016-01-11 2015-12-31 13F PUBLIC STORAGE COM 74460D109 1,897 0 0.00 470 17.21 0.2063
2015-10-28 2015-09-30 13F PUBLIC STORAGE COM 74460D109 1,897 1,897 401 0.1862
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.