Public Storage
US ˙ NYSE ˙ US74460D1090

SecurityPSA / Public Storage
InstitutionAssetmark, Inc
Latest Disclosed Ownership3,654 shares
Latest Disclosed Value $ 989,909
Assetmark, Inc reports 9.04% increase in ownership of PSA / Public Storage

On May 6, 2026 - Assetmark, Inc filed a 13F-HR form disclosing ownership of 3,654 shares of Public Storage (US:PSA) valued at $989,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,351 shares of Public Storage. This represents a change in shares of 9.04% during the quarter. The current value of the position is $1,103,398 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)
2026-05-06 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 3,654 303 9.04 990 13.81 0.0020
2026-01-23 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 3,351 -134 -3.85 870 -13.62 0.0018
2025-11-06 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 3,485 -1,327 -27.58 1,007 -28.75 0.0022
2025-08-04 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 4,812 476 10.98 1,412 8.87 0.0033
2025-05-06 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 4,336 360 9.05 1,298 8.99 0.0036
2025-02-06 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 3,976 21 0.53 1,191 -17.30 0.0032
2024-11-01 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 3,955 -296 -6.96 1,439 17.76 0.0041
2024-08-13 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 4,251 -14 -0.33 1,223 -1.21 0.0038
2024-05-07 2024-03-31 13F PUBLIC STORAGE COM 74460D109 4,265 -56 -1.30 1,237 -6.07 0.0040
2024-02-09 2023-12-31 13F PUBLIC STORAGE COM 74460D109 4,321 419 10.74 1,318 28.11 0.0048
2023-10-27 2023-09-30 13F PUBLIC STORAGE COM 74460D109 3,902 -60 -1.51 1,028 -11.07 0.0041
2023-08-11 2023-06-30 13F PUBLIC STORAGE COM COM 74460D109 3,962 556 16.32 1,156 12.34 0.0045
2023-05-05 2023-03-31 13F PUBLIC STORAGE COM COM 74460D109 3,406 536 18.68 1,029 27.99 0.0043
2023-02-10 2022-12-31 13F PUBLIC STORAGE COM 74460D109 2,870 -104 -3.50 804 -7.69 0.0035
2022-11-01 2022-09-30 13F PUBLIC STORAGE COM 74460D109 2,974 -194 -6.12 871 -12.11 0.0041
2022-08-03 2022-06-30 13F PUBLIC STORAGE COM COM 74460D109 3,168 492 18.39 991 -5.08 0.0044
2022-05-13 2022-03-31 13F PUBLIC STORAGE COM COM 74460D109 2,676 76 2.92 1,044 7.19 0.0044
2022-02-14 2021-12-31 13F PUBLIC STORAGE COM COM 74460D109 2,600 319 13.99 974 43.66 0.0040
2021-11-12 2021-09-30 13F PUBLIC STORAGE COM COM 74460D109 2,281 35 1.56 678 0.44 0.0030
2021-08-16 2021-06-30 13F PUBLIC STORAGE COM COM 74460D109 2,246 32 1.45 675 23.63 0.0031
2021-05-14 2021-03-31 13F PUBLIC STORAGE COM 74460D109 2,214 -145 -6.15 546 0.18 0.0028
2021-02-10 2020-12-31 13F PUBLIC STORAGE COM COM 74460D109 2,359 127 5.69 545 9.66 0.0030
2020-11-13 2020-09-30 13F PUBLIC STORAGE COM COM 74460D109 2,232 -62 -2.70 497 12.95 0.0032
2020-08-11 2020-06-30 13F PUBLIC STORAGE COM COM 74460D109 2,294 558 32.14 440 27.54 0.0031
2020-05-12 2020-03-31 13F PUBLIC STORAGE COM COM 74460D109 1,736 732 72.91 345 61.21 0.0029
2020-02-11 2019-12-31 13F PUBLIC STORAGE COM COM 74460D109 1,004 218 27.74 214 10.88 0.0016
2019-11-13 2019-09-30 13F PUBLIC STORAGE COM COM 74460D109 786 779 11,128.57 193 9,550.00 0.0016
2019-08-14 2019-06-30 13F PUBLIC STORAGE COM COM 74460D109 7 0 0.00 2 0.00 0.0000
2019-05-14 2019-03-31 13F PUBLIC STORAGE COM COM 74460D109 7 -45 -86.54 2 -81.82 0.0000
2019-02-13 2018-12-31 13F PUBLIC STORAGE COM COM 74460D109 52 0 0.00 11 10.00 0.0001
2018-11-13 2018-09-30 13F PUBLIC STORAGE COM COM 74460D109 52 0 0.00 10 -16.67 0.0001
2018-08-01 2018-06-30 13F PUBLIC STORAGE COM COM 74460D109 52 0 0.00 12 20.00 0.0001
2018-05-16 2018-03-31 13F PUBLIC STORAGE COM COM 74460D109 52 -602 -92.05 10 -92.70 0.0001
2018-02-13 2017-12-31 13F PUBLIC STORAGE COM COM 74460D109 654 12 1.87 137 0.00 0.0014
2017-11-08 2017-09-30 13F PUBLIC STORAGE COM COM 74460D109 642 -30,964 -97.97 137 -97.92 0.0016
2017-08-14 2017-06-30 13F PUBLIC STORAGE COM COM 74460D109 31,606 2,734 9.47 6,591 4.29 0.0829
2017-09-15 2017-03-31 13F/A-1 PUBLIC STORAGE COM COM 74460D109 28,872 3,193 12.43 6,320 10.12 0.0830
2017-05-08 2017-03-31 13F PUBLIC STORAGE COM COM 74460D109 28,872 3,193 6,320
2017-09-15 2016-12-31 13F/A-1 PUBLIC STORAGE COM COM 74460D109 25,679 -196 -0.76 5,739 -0.61 0.0843
2017-02-14 2016-12-31 13F PUBLIC STORAGE COM COM 74460D109 25,679 -196 5,739
2017-09-14 2016-09-30 13F/A-1 PUBLIC STORAGE COM COM 74460D109 25,875 25,875 5,774 0.0878
2016-11-04 2016-09-30 13F PUBLIC STORAGE COM COM 74460D109 25,875 25,875 5,774
2017-09-14 2016-06-30 13F/A-1 PUBLIC STORAGE COM COM 74460D109 0 -19 -100.00 0 -100.00
2017-09-14 2016-03-31 13F/A-1 PUBLIC STORAGE COM COM 74460D109 19 -491 -96.27 5 -96.06 0.0001
2016-05-13 2016-03-31 13F PUBLIC STORAGE COM COM 74460D109 19 -491 5
2017-09-14 2015-12-31 13F/A-1 PUBLIC STORAGE COM COM 74460D109 510 510 127 0.0024
2016-02-12 2015-12-31 13F PUBLIC STORAGE COM COM 74460D109 510 510 127
2015-11-10 2015-09-30 13F PUBLIC STORAGE COM COM 74460D109 0 0 0 0.0000
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.