Public Storage
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionPrivate Trust Co Na
Latest Disclosed Ownership627 shares
Latest Disclosed Value $ 169,842
Private Trust Co Na reports 19.10% decrease in ownership of PSA / Public Storage

On April 30, 2026 - Private Trust Co Na filed a 13F-HR form disclosing ownership of 627 shares of Public Storage (MX:PSA) valued at $169,842 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 775 shares of Public Storage. This represents a change in shares of -19.10% 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)
2026-04-30 2026-03-31 13F Public Storage Com 74460D109 627 -148 -19.10 170 -15.92 0.0152
2026-01-26 2025-12-31 13F Public Storage Com 74460D109 775 -1,054 -57.63 201 -61.93 0.0176
2025-10-15 2025-09-30 13F Public Storage Com 74460D109 1,829 -767 -29.55 528 -30.62 0.0466
2025-07-29 2025-06-30 13F Public Storage Com 74460D109 2,596 457 21.37 762 18.91 0.0725
2025-04-28 2025-03-31 13F Public Storage Com 74460D109 2,139 1,487 228.07 640 228.21 0.0659
2025-02-05 2024-12-31 13F Public Storage Com 74460D109 652 15 2.35 195 -15.58 0.0200
2024-11-13 2024-09-30 13F Public Storage Com 74460D109 637 -24 -3.63 232 21.58 0.0234
2024-07-23 2024-06-30 13F Public Storage Com 74460D109 661 6 0.92 190 0.53 0.0205
2024-04-24 2024-03-31 13F Public Storage Com 74460D109 655 -29 -4.24 190 -9.13 0.0205
2024-01-24 2023-12-31 13F Public Storage Com 74460D109 684 23 3.48 209 19.54 0.0245
2023-10-18 2023-09-30 13F Public Storage Com 74460D109 661 25 3.93 174 -5.95 0.0230
2023-07-28 2023-06-30 13F Public Storage Com 74460D109 636 32 5.30 186 1.65 0.0234
2023-04-12 2023-03-31 13F Public Storage Com 74460D109 604 160 36.04 182 0.0249
2023-01-18 2022-12-31 13F Public Storage Com 74460D109 444 246 124.24 0 -100.00 0.0184
2022-10-17 2022-09-30 13F Public Storage Com 74460D109 198 -13 -6.16 58 -12.12 0.0094
2022-09-16 2022-06-30 13F/A-1 Public Storage Com 74460D109 211 211 66 0.0102
2016-07-19 2016-06-30 13F Public Storage Equities 74460D109 0 -738 -100.00 0 -100.00
2016-04-18 2016-03-31 13F Public Storage Equities 74460D109 738 738 0.00 203 0.0550
2016-01-19 2015-12-31 13F Public Storage Dep Shs Equities 74460W602 0 0 0 0.0000
2015-10-27 2015-09-30 13F Public Storage Dep Shs Equities 74460W602 0 0 0 0.0000
2015-01-28 2014-12-31 13F Public Storage Dep Shs Repstg Com 74460W875 0 -800 -100.00 0 -100.00
2014-10-09 2014-09-30 13F Public Storage Dep Shs Repstg Com 74460W875 800 0 0.00 18 0.00 0.0061
2014-10-09 2014-09-30 13F Public Storage Dep Shs Pfd Stk 74460W602 8,400 7,600 202 68,578.2573
2014-10-09 2014-09-30 13F Public Storage Dep Sh Repstg Pfd Stk 74460W206 700 -7,700 17 5,771.4375
2014-10-09 2014-09-30 13F Public Storage Com 74460D109 407 -293 67 22,746.2537
2014-07-22 2014-06-30 13F Public Storage Dep Shs Repstg Com 74460W875 800 0 0.00 18 5.88 0.0059
2014-07-22 2014-06-30 13F Public Storage Dep Shs Pfd Stk 74460W602 8,400 7,600 200 65,121.3373
2014-07-22 2014-06-30 13F Public Storage Dep Sh Repstg Pfd Stk 74460W206 700 -7,700 17 5,535.3137
2014-07-22 2014-06-30 13F Public Storage Com 74460D109 380 -320 65 21,164.4346
2014-04-07 2014-03-31 13F Public Storage Dep Shs Repstg Com 74460W875 800 0 0.00 17 13.33 0.0064
2014-04-07 2014-03-31 13F Public Storage Dep Shs Pfd Stk 74460W602 1,000 200 23 8,673.1577
2014-04-07 2014-03-31 13F Public Storage Dep Sh Repstg Pfd Stk 74460W206 700 -300 17 6,410.5948
2014-04-07 2014-03-31 13F Public Storage Com 74460D109 316 -384 53 19,985.9721
2014-01-08 2013-12-31 13F Public Storage Dep Shs Repstg Com 74460W875 800 0 0.00 15 -6.25 0.0060
2014-01-08 2013-12-31 13F Public Storage Dep Shs Pfd Stk 74460W602 1,000 200 20 8,044.7611
2014-01-08 2013-12-31 13F Public Storage Com 74460D109 316 -684 48 19,307.4265
2013-10-07 2013-09-30 13F Public Storage Dep Shs Repstg Com 74460W875 800 200 33.33 16 14.29 0.0072
2013-10-07 2013-09-30 13F Public Storage Dep Shs Pfd Stk 74460W602 1,000 200 22 9,951.5090
2013-10-07 2013-09-30 13F Public Storage Com 74460D109 216 -784 35 15,831.9462
2013-08-01 2013-06-30 13F Public Storage Dep Shs Repstg Com 74460W875 600 0 0.00 14 0.00 0.0064
2013-08-01 2013-06-30 13F Public Storage Com 74460D109 216 -384 33 15,151.5847
2013-07-26 2013-03-31 13F Public Storage Dep Shs Repstg Com 74460W875 600 600 14 0.0064
2013-07-26 2013-03-31 13F Public Storage Com 74460D109 216 -384 33 15,151.5847
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.