Public Storage
US ˙ NYSE ˙ US74460D1090

SecurityPSA / Public Storage
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership2,105 shares
Latest Disclosed Value $ 570,239
Ritholtz Wealth Management reports 15.29% decrease in ownership of PSA / Public Storage

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 2,105 shares of Public Storage (US:PSA) valued at $570,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,485 shares of Public Storage. This represents a change in shares of -15.29% during the quarter. The current value of the position is $635,647 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)
2026-04-20 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 2,105 -380 -15.29 570 -11.49 0.0099
2026-01-23 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 2,485 -3,524 -58.65 645 -62.88 0.0118
2025-10-28 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 6,009 -2,417 -28.69 1,736 -29.81 0.0337
2025-07-28 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 8,426 306 3.77 2,472 1.73 0.0546
2025-04-17 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 8,120 236 2.99 2,430 2.97 0.0726
2025-01-15 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 7,884 2,332 42.00 2,361 16.83 0.0693
2024-10-10 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 5,552 1,238 28.70 2,020 62.90 0.0609
2024-08-01 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 4,314 -127 -2.86 1,241 -3.73 0.0409
2024-04-24 2024-03-31 13F PUBLIC STORAGE COM 74460D109 4,441 -204 -4.39 1,288 -9.04 0.0444
2024-01-18 2023-12-31 13F PUBLIC STORAGE COM 74460D109 4,645 -372 -7.41 1,417 7.11 0.0550
2023-10-13 2023-09-30 13F PUBLIC STORAGE COM 74460D109 5,017 3,472 224.72 1,322 193.78 0.0594
2023-07-17 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,545 -3,850 -71.36 451 -72.39 0.0203
2023-04-20 2023-03-31 13F PUBLIC STORAGE COM 74460D109 5,395 4,009 289.25 1,630 320.10 0.0812
2023-01-19 2022-12-31 13F PUBLIC STORAGE COM 74460D109 1,386 -1,371 -49.73 388 -51.92 0.0217
2022-10-19 2022-09-30 13F PUBLIC STORAGE COM 74460D109 2,757 1,307 90.14 807 78.15 0.0429
2022-07-15 2022-06-30 13F PUBLIC STORAGE COM 74460D109 1,450 -5 -0.34 453 -20.25 0.0285
2022-04-14 2022-03-31 13F PUBLIC STORAGE COM 74460D109 1,455 80 5.82 568 10.29 0.0384
2022-01-18 2021-12-31 13F PUBLIC STORAGE COM 74460D109 1,375 73 5.61 515 33.07 0.0320
2021-10-14 2021-09-30 13F PUBLIC STORAGE COM 74460D109 1,302 57 4.58 387 3.48 0.0268
2021-07-20 2021-06-30 13F PUBLIC STORAGE COM 74460D109 1,245 117 10.37 374 34.53 0.0269
2021-05-12 2021-03-31 13F PUBLIC STORAGE COM 74460D109 1,128 -16 -1.40 278 5.30 0.0231
2021-01-19 2020-12-31 13F PUBLIC STORAGE COM 74460D109 1,144 78 7.32 264 11.39 0.0253
2020-10-23 2020-09-30 13F PUBLIC STORAGE COM 74460D109 1,066 1,066 237 0.0266
2020-01-16 2019-12-31 13F PUBLIC STORAGE COM 74460D109 0 -925 -100.00 0 -100.00
2019-10-17 2019-09-30 13F PUBLIC STORAGE COM 74460D109 925 -19 -2.01 227 0.89 0.0369
2019-07-15 2019-06-30 13F PUBLIC STORAGE COM 74460D109 944 -286 -23.25 225 -16.04 0.0384
2019-04-12 2019-03-31 13F PUBLIC STORAGE COM 74460D109 1,230 0 0.00 268 7.63 0.0491
2019-01-18 2018-12-31 13F PUBLIC STORAGE COM 74460D109 1,230 0 0.00 249 0.40 0.0564
2018-10-12 2018-09-30 13F PUBLIC STORAGE COM 74460D109 1,230 -200 -13.99 248 -23.46 0.0628
2018-07-12 2018-06-30 13F PUBLIC STORAGE COM 74460D109 1,430 -401 -21.90 324 -11.72 0.0880
2018-04-17 2018-03-31 13F PUBLIC STORAGE COM 74460D109 1,831 -1,019 -35.75 367 -38.42 0.1049
2018-01-23 2017-12-31 13F PUBLIC STORAGE COM 74460D109 2,850 2,850 596 0.1766
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.