Family Legacy, Inc. reports 3.41% decrease in ownership of PSA / Public Storage

Public Storage

MX ˙ BMV ˙ US74460D1090

Security	MX:PSA / Public Storage
Institution	Family Legacy, Inc.
Latest Disclosed Ownership	3,145 shares
Latest Disclosed Value	$ 851,918

On May 12, 2026 - Family Legacy, Inc. filed a 13F-HR form disclosing ownership of 3,145 shares of Public Storage (MX:PSA) valued at $851,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,256 shares of Public Storage. This represents a change in shares of -3.41% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	PUBLIC STORAGE OPER	COM	74460D109	3,145	-111	-3.41	852	0.83	0.2559
2026-02-04	2025-12-31	13F	PUBLIC STORAGE OPER	COM	74460D109	3,256	-7	-0.21	845	-10.40	0.2529
2025-11-13	2025-09-30	13F	PUBLIC STORAGE OPER	COM	74460D109	3,263	10	0.31	943	-1.26	0.2881
2025-07-23	2025-06-30	13F	PUBLIC STORAGE OPER	COM	74460D109	3,253	51	1.59	954	-0.42	0.3104
2025-04-23	2025-03-31	13F	PUBLIC STORAGE OPER	COM	74460D109	3,202	62	1.97	958	3.34	0.3288
2025-02-12	2024-12-31	13F	PUBLIC STORAGE OPER	COM	74460D109	3,140	60	1.95	928	-17.23	0.3143
2024-10-15	2024-09-30	13F	PUBLIC STORAGE OPER	COM	74460D109	3,080	117	3.95	1,121	31.46	0.3726
2024-07-24	2024-06-30	13F	PUBLIC STORAGE OPER	COM	74460D109	2,963	77	2.67	852	1.79	0.3052
2024-04-24	2024-03-31	13F	PUBLIC STORAGE	COM	74460D109	2,886	-85	-2.86	837	-7.62	0.3010
2024-01-17	2023-12-31	13F	PUBLIC STORAGE	COM	74460D109	2,971	-35	-1.16	906	14.39	0.3459
2023-10-13	2023-09-30	13F	PUBLIC STORAGE	COM	74460D109	3,006	20	0.67	792	-9.07	0.3310
2023-08-07	2023-06-30	13F	PUBLIC STORAGE	COM	74460D109	2,986	0	0.00	872	-3.44	0.3508
2023-05-15	2023-03-31	13F	PUBLIC STORAGE	COM	74460D109	2,986	75	2.58	902	6.12	0.3860
2023-02-14	2022-12-31	13F	PUBLIC STORAGE	COM	74460D109	2,911	80	2.83	851	2.53	0.3720
2022-11-14	2022-09-30	13F	PUBLIC STORAGE	COM	74460D109	2,831	0	0.00	829	-4.71	0.4168
2022-07-22	2022-06-30	13F	PUBLIC STORAGE	COM	74460D109	2,831	-5	-0.18	870	-21.41	0.4124
2022-04-18	2022-03-31	13F/A-1	PUBLIC STORAGE	COM	74460D109	2,836	-32	-1.12	1,107	6.34	0.4614
2022-04-14	2022-03-31	13F	PUBLIC STORAGE	COM	74460D109	2,836	-32		1,107		0.4614
2022-01-18	2021-12-31	13F	PUBLIC STORAGE	COM	74460D109	2,868	0	0.00	1,041	21.05	0.4256
2021-10-12	2021-09-30	13F	PUBLIC STORAGE	COM	74460D109	2,868	-1	-0.03	860	-3.04	0.3869
2021-07-28	2021-06-30	13F	PUBLIC STORAGE	COM	74460D109	2,869	10	0.35	887	25.82	0.3956
2021-04-09	2021-03-31	13F	PUBLIC STORAGE	COM	74460D109	2,859	-15	-0.52	705	6.17	0.3365
2021-02-08	2020-12-31	13F	PUBLIC STORAGE	COM	74460D109	2,874	-5	-0.17	664	3.59	0.3430
2020-10-09	2020-09-30	13F	PUBLIC STORAGE	COM	74460D109	2,879	-9	-0.31	641	15.70	0.3625
2020-07-20	2020-06-30	13F	PUBLIC STORAGE	COM	74460D109	2,888	-30	-1.03	554	-4.48	0.3342
2020-05-12	2020-03-31	13F	PUBLIC STORAGE	COM	74460D109	2,918	-8	-0.27	580	-7.35	0.4178
2020-01-14	2019-12-31	13F	PUBLIC STORAGE	COM	74460D109	2,926	1,412	93.26	626	92.62	0.3561
2019-11-12	2019-09-30	13F	PUBLIC STORAGE	COM	74460D109	1,514	60	4.13	325	-6.07	0.2026
2019-07-25	2019-06-30	13F	PUBLIC STORAGE	COM	74460D109	1,454	124	9.32	346	19.31	0.2701
2019-05-06	2019-03-31	13F	PUBLIC STORAGE	COM	74460D109	1,330	-35	-2.56	290	5.07	0.2353
2019-02-14	2018-12-31	13F	PUBLIC STORAGE	COM	74460D109	1,365	-154	-10.14	276	-9.80	0.2467
2018-11-14	2018-09-30	13F	PUBLIC STORAGE	COM	74460D109	1,519	0	0.00	306	-11.30	0.2496
2018-08-14	2018-06-30	13F	PUBLIC STORAGE	COM	74460D109	1,519	144	10.47	345	25.00	0.2979
2018-05-15	2018-03-31	13F	PUBLIC STORAGE	COM	74460D109	1,375	0	0.00	276	-3.83	0.2552
2018-02-01	2017-12-31	13F	PUBLIC STORAGE	COM	74460D109	1,375	1,375		287		0.2596
2017-11-15	2017-09-30	13F	PUBLIC STORAGE	COM	74460D109	0	-1,375	-100.00	0	-100.00
2017-07-11	2017-06-30	13F	PUBLIC STORAGE	COM	74460D109	1,375	40	3.00	287	-1.71	0.2881
2017-05-09	2017-03-31	13F	PUBLIC STORAGE	COM	74460D109	1,335	1,335		292		0.3044

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.