Public Storage
US ˙ NYSE ˙ US74460D1090

SecurityPSA / Public Storage
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership8,103 shares
Latest Disclosed Value $ 2,194,940
CWM Advisors, LLC reports 284.76% increase in ownership of PSA / Public Storage

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 8,103 shares of Public Storage (US:PSA) valued at $2,194,941 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,106 shares of Public Storage. This represents a change in shares of 284.76% during the quarter. The current value of the position is $2,446,863 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)
2026-05-13 2026-03-31 13F/A-1 PUBLIC STORAGE OPER COM 74460D109 8,103 5,997 284.76 2,195 301.83 0.4403
2026-04-23 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 2,220 114 601 0.0495
2026-02-17 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 2,106 300 16.61 547 4.80 0.0492
2025-10-15 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,806 224 14.16 522 12.28 0.0508
2025-07-24 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,582 -187 -10.57 464 -12.29 0.0506
2025-06-03 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,769 -2,160 -54.98 529 -55.02 0.0629
2025-01-17 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 3,929 -292 -6.92 1,177 -23.44 0.1317
2024-10-10 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 4,221 -488 -10.36 1,536 13.44 0.1571
2024-08-12 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 4,709 2,909 161.61 1,355 159.39 0.1561
2024-05-07 2024-03-31 13F PUBLIC STORAGE COM 74460D109 1,800 68 3.93 522 -1.14 0.0534
2024-02-12 2023-12-31 13F PUBLIC STORAGE COM 74460D109 1,732 87 5.29 528 21.94 0.0581
2023-10-26 2023-09-30 13F PUBLIC STORAGE COM 74460D109 1,645 38 2.36 433 -7.68 0.0553
2023-07-31 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,607 -58 -3.48 469 -6.76 0.0567
2023-04-24 2023-03-31 13F PUBLIC STORAGE COM 74460D109 1,665 -540 -24.49 503 -18.48 0.0640
2023-01-26 2022-12-31 13F PUBLIC STORAGE COM 74460D109 2,205 -1,565 -41.51 618 -44.11 0.0795
2022-11-07 2022-09-30 13F PUBLIC STORAGE COM 74460D109 3,770 -720 -16.04 1,104 -21.37 0.1560
2022-08-10 2022-06-30 13F PUBLIC STORAGE COM 74460D109 4,490 2,567 133.49 1,404 87.20 0.1863
2022-04-21 2022-03-31 13F PUBLIC STORAGE COM 74460D109 1,923 -226 -10.52 750 -6.83 0.0868
2022-02-14 2021-12-31 13F/A-1 PUBLIC STORAGE COM 74460D109 2,149 64 3.07 805 30.05 0.0923
2022-02-03 2021-12-31 13F PUBLIC STORAGE COM 74460D109 641 -1,444 240 0.0680
2021-11-09 2021-09-30 13F PUBLIC STORAGE COM 74460D109 2,085 -598 -22.29 619 -23.30 0.0782
2021-08-10 2021-06-30 13F PUBLIC STORAGE COM 74460D109 2,683 207 8.36 807 32.08 0.1062
2021-04-30 2021-03-31 13F PUBLIC STORAGE COM 74460D109 2,476 273 12.39 611 20.04 0.0937
2021-02-12 2020-12-31 13F PUBLIC STORAGE COM 74460D109 2,203 -3,086 -58.35 509 -56.79 0.1126
2020-11-16 2020-09-30 13F PUBLIC STORAGE COM 74460D109 5,289 2,876 119.19 1,178 154.43 0.3242
2020-08-12 2020-06-30 13F PUBLIC STORAGE COM 74460D109 2,413 -54 -2.19 463 -5.51 0.1599
2020-05-08 2020-03-31 13F PUBLIC STORAGE COM 74460D109 2,467 -846 -25.54 490 -30.59 0.1957
2020-01-24 2019-12-31 13F PUBLIC STORAGE COM 74460D109 3,313 469 16.49 706 1.15 0.2532
2019-11-13 2019-09-30 13F PUBLIC STORAGE COM 74460D109 2,844 233 8.92 698 12.22 0.2661
2019-07-16 2019-06-30 13F PUBLIC STORAGE COM 74460D109 2,611 197 8.16 622 18.25 0.2616
2019-05-16 2019-03-31 13F PUBLIC STORAGE COM 74460D109 2,414 738 44.03 526 55.16 0.2443
2019-02-21 2018-12-31 13F/A-1 PUBLIC STORAGE COM 74460D109 1,676 -54 -3.12 339 -2.87 0.2279
2019-02-21 2018-09-30 13F/A-1 PUBLIC STORAGE COM 74460D109 1,730 188 12.19 349 -0.29 0.2151
2018-11-07 2018-09-30 13F PUBLIC STORAGE COM 74460D109 1,457 1,457 294
2019-02-21 2018-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 1,542 -24 -1.53 350 11.46 0.2487
2019-02-22 2018-03-31 13F/A-1 PUBLIC STORAGE COM 74460D109 1,566 462 41.85 314 35.93 0.3199
2019-02-21 2017-12-31 13F/A-1 PUBLIC STORAGE COM 74460D109 1,104 1,104 231 0.1964
2018-02-15 2017-12-31 13F Public Storage COM 74460D109 285 60 0.0478
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.