Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership22,184 shares
Latest Disclosed Value $ 6,009,073
Mercer Global Advisors Inc /adv reports 32.58% decrease in ownership of PSA / Public Storage

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 22,184 shares of Public Storage (MX:PSA) valued at $6,009,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 32,906 shares of Public Storage. This represents a change in shares of -32.58% 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)
2026-05-15 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 22,184 -10,722 -32.58 6,009 -31.48 0.0089
2026-02-17 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 32,906 -8,400 -20.34 8,771 -26.49 0.0134
2025-11-14 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 41,306 4,022 10.79 11,931 9.07 0.0199
2025-08-14 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 37,284 16,757 81.63 10,940 78.07 0.0223
2025-05-15 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 20,527 -1,844 -8.24 6,144 -8.29 0.0141
2025-02-14 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 22,371 10,102 82.34 6,699 51.57 0.0163
2024-11-14 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 12,269 -94 -0.76 4,420 12.79 0.0103
2024-08-12 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 12,363 325 2.70 3,919 130,500.00 0.0107
2024-05-15 2024-03-31 13F PUBLIC STORAGE COM 74460D109 12,038 2,644 28.15 3 50.00 0.0099
2024-02-15 2023-12-31 13F PUBLIC STORAGE COM 74460D109 9,394 1,688 21.91 3 0.00 0.0086
2023-11-15 2023-09-30 13F/A-1 PUBLIC STORAGE COM 74460D109 7,706 -1,034 -11.83 2 0.00 0.0077
2023-11-14 2023-09-30 13F PUBLIC STORAGE COM 74460D109 7,706 -1,034 2 0.0077
2023-08-14 2023-06-30 13F PUBLIC STORAGE COM 74460D109 8,740 1,524 21.12 3 0.00 0.0101
2023-05-16 2023-03-31 13F PUBLIC STORAGE COM 74460D109 7,216 1,914 36.10 2 100.00 0.0099
2023-02-09 2022-12-31 13F PUBLIC STORAGE COM 74460D109 5,302 -761 -12.55 1 -99.94 0.0074
2022-11-15 2022-09-30 13F PUBLIC STORAGE COM 74460D109 6,063 115 1.93 1,775 -4.57 0.0105
2022-08-10 2022-06-30 13F PUBLIC STORAGE COM 74460D109 5,948 134 2.30 1,860 -18.03 0.0114
2022-05-10 2022-03-31 13F PUBLIC STORAGE COM 74460D109 5,814 -696 -10.69 2,269 -6.97 0.0134
2022-02-04 2021-12-31 13F PUBLIC STORAGE COM 74460D109 6,510 -152 -2.28 2,439 23.24 0.0151
2021-11-10 2021-09-30 13F PUBLIC STORAGE COM 74460D109 6,662 1,283 23.85 1,979 22.39 0.0138
2021-08-10 2021-06-30 13F PUBLIC STORAGE COM 74460D109 5,379 340 6.75 1,617 29.98 0.0124
2021-08-10 2021-03-31 13F/A-1 PUBLIC STORAGE COM 74460D109 5,039 1,195 31.09 1,244 40.09 0.0113
2021-05-11 2021-03-31 13F PUBLIC STORAGE COM 74460D109 5,039 1,195 1,244 0.0119
2021-02-12 2020-12-31 13F PUBLIC STORAGE COM 74460D109 3,844 -487 -11.24 888 -7.98 0.0111
2020-12-10 2020-09-30 13F PUBLIC STORAGE COM COM 74460D109 4,331 353 8.87 965 26.47 0.0145
2020-08-10 2020-06-30 13F PUBLIC STORAGE COM 74460D109 3,978 -1,643 -29.23 763 -31.63 0.0139
2020-05-18 2020-03-31 13F PUBLIC STORAGE COM 74460D109 5,621 710 14.46 1,116 6.69 0.0246
2020-02-13 2019-12-31 13F PUBLIC STORAGE COM COM 74460D109 4,911 310 6.74 1,046 -7.27 0.0209
2019-11-12 2019-09-30 13F PUBLIC STORAGE COM COM 74460D109 4,601 -319 -6.48 1,128 -3.75 0.0265
2019-08-14 2019-06-30 13F PUBLIC STORAGE COM COM 74460D109 4,920 341 7.45 1,172 17.55 0.0311
2019-04-23 2019-03-31 13F/A-1 PUBLIC STORAGE COM COM 74460D109 4,579 4,579 997 0.0359
2019-04-12 2019-03-31 13F PUBLIC STORAGE COM COM 74460D109 2,015 408 0.0217
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.