Public Storage
US ˙ NYSE ˙ US74460D1090

SecurityPSA / Public Storage
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership28,124 shares
Latest Disclosed Value $ 7,627,454
Advisor Group Holdings, Inc. reports 6.22% decrease in ownership of PSA / Public Storage

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 28,124 shares of Public Storage (US:PSA) valued at $7,618,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 29,990 shares of Public Storage. This represents a change in shares of -6.22% during the quarter. The current value of the position is $8,492,604 USD.

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 28,124 -1,866 -6.22 7,627 -2.10 0.0065
2026-02-17 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 29,990 -18,452 -38.09 7,792 -45.16 0.0114
2025-11-14 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 48,442 3,796 8.50 14,207 8.34 0.0199
2025-09-04 2025-06-30 13F/A-1 UBLIC STORAGE OPER COM 74460D109 44,646 9,734 27.88 13,113 25.39 0.0233
2025-08-13 2025-06-30 13F UBLIC STORAGE OPER COM 74460D109 31,442 -3,470 9,409 0.0109
2025-05-12 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 34,912 -8,856 -20.23 10,459 1.21 0.0233
2025-06-06 2024-12-31 13F/A-1 PUBLIC STORAGE OPER COM 74460D109 43,768 894 2.09 10,334 -33.80 0.0232
2025-02-07 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 43,989 1,115 12,275 0.0313
2024-11-13 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 42,874 8,961 26.42 15,609 59.90 0.0352
2024-08-13 2024-06-30 13F PUBLIC STORAGE COM 74460D109 33,913 420 1.25 9,762 0.43 0.0231
2024-05-10 2024-03-31 13F PUBLIC STORAGE COM 74460D109 33,493 -10,933 -24.61 9,721 -28.31 0.0217
2024-02-12 2023-12-31 13F PUBLIC STORAGE COM 74460D109 44,426 -8,416 -15.93 13,559 -2.71 0.0237
2023-11-13 2023-09-30 13F PUBLIC STORAGE COM 74460D109 52,842 14,753 38.73 13,936 25.23 0.0206
2023-08-21 2023-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 38,089 156 0.41 11,128 -3.03 0.0200
2023-08-10 2023-06-30 13F PUBLIC STORAGE COM 74460D109 141,642 103,709 11,025 0.0030
2023-05-12 2023-03-31 13F PUBLIC STORAGE COM 74460D109 37,933 3,660 10.68 11,476 19.42 0.0216
2023-02-10 2022-12-31 13F PUBLIC STORAGE COM 74460D109 34,273 1,622 4.97 9,611 0.44 0.0195
2022-11-14 2022-09-30 13F PUBLIC STORAGE COM 74460D109 32,651 -1,142 -3.38 9,568 -9.52 0.0219
2022-08-10 2022-06-30 13F PUBLIC STORAGE COM 74460D109 33,793 -4 -0.01 10,575 -20.83 0.0233
2022-05-04 2022-03-31 13F PUBLIC STORAGE COM 74460D109 33,797 2,125 6.71 13,358 12.55 0.0259
2022-02-03 2021-12-31 13F PUBLIC STORAGE COM 74460D109 31,672 679 2.19 11,868 28.78 0.0225
2021-11-05 2021-09-30 13F PUBLIC STORAGE COM 74460D109 30,993 2,804 9.95 9,216 8.64 0.0192
2021-08-02 2021-06-30 13F PUBLIC STORAGE COM 74460D109 28,189 -1,884 -6.26 8,483 14.20 0.0184
2021-05-13 2021-03-31 13F PUBLIC STORAGE COM 74460D109 30,073 -554 -1.81 7,428 4.94 0.0179
2021-02-10 2020-12-31 13F PUBLIC STORAGE COM 74460D109 30,627 -3,081 -9.14 7,078 -5.73 0.0189
2020-11-12 2020-09-30 13F PUBLIC STORAGE COM 74460D109 33,708 -4,830 -12.53 7,508 1.45 0.0225
2020-08-14 2020-06-30 13F PUBLIC STORAGE COM 74460D109 38,538 -17,337 -31.03 7,401 -9.97 0.0248
2020-05-18 2020-03-31 13F PUBLIC STORAGE COM 74460D109 55,875 55,875 8,221 0.0337
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.