Public Storage
US ˙ NYSE ˙ US74460D1090

SecurityPSA / Public Storage
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership3,711 shares
Latest Disclosed Value $ 1,005,236
Segment Wealth Management, LLC reports 2.23% increase in ownership of PSA / Public Storage

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,711 shares of Public Storage (US:PSA) valued at $1,005,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,630 shares of Public Storage. This represents a change in shares of 2.23% during the quarter. The current value of the position is $1,120,611 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 3,711 81 2.23 1,005 6.80 0.0590
2026-01-29 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 3,630 13 0.36 942 -9.87 0.0546
2025-10-20 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 3,617 -1,702 -32.00 1,045 -33.08 0.0626
2025-07-21 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 5,319 340 6.83 1,561 4.70 0.0991
2025-04-22 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 4,979 -44 -0.88 1,490 -0.93 0.1008
2025-01-17 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 5,023 -320 -5.99 1,504 -22.63 0.1025
2024-10-22 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 5,343 2,315 76.45 1,944 123.19 0.1336
2024-07-23 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 3,028 170 5.95 871 5.19 0.0643
2024-04-24 2024-03-31 13F PUBLIC STORAGE COM 74460D109 2,858 -46 -1.58 829 -6.44 0.0630
2024-01-26 2023-12-31 13F PUBLIC STORAGE COM 74460D109 2,904 0 0.00 886 15.69 0.0782
2023-10-25 2023-09-30 13F PUBLIC STORAGE COM 74460D109 2,904 -154 -5.04 765 -14.24 0.0778
2023-08-22 2023-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 3,058 0 0.00 893 -3.36 0.0918
2023-07-21 2023-06-30 13F PUBLIC STORAGE COM 74460D109 3,058 0 893 0.0927
2023-04-20 2023-03-31 13F PUBLIC STORAGE COM 74460D109 3,058 -85 -2.70 924 4.89 0.1045
2023-01-13 2022-12-31 13F PUBLIC STORAGE COM 74460D109 3,143 250 8.64 881 3.90 0.1020
2022-10-24 2022-09-30 13F PUBLIC STORAGE COM 74460D109 2,893 0 0.00 847 -6.41 0.1058
2022-07-20 2022-06-30 13F PUBLIC STORAGE COM 74460D109 2,893 0 0.00 905 -19.84 0.1149
2022-04-25 2022-03-31 13F PUBLIC STORAGE COM 74460D109 2,893 -20 -0.69 1,129 3.48 0.1163
2022-01-24 2021-12-31 13F PUBLIC STORAGE COM 74460D109 2,913 63 2.21 1,091 28.81 0.1144
2021-10-19 2021-09-30 13F PUBLIC STORAGE COM 74460D109 2,850 0 0.00 847 -1.17 0.1005
2021-07-20 2021-06-30 13F PUBLIC STORAGE COM 74460D109 2,850 0 0.00 857 21.91 0.1017
2021-05-10 2021-03-31 13F PUBLIC STORAGE COM 74460D109 2,850 0 0.00 703 6.84 0.0932
2021-01-27 2020-12-31 13F PUBLIC STORAGE COM 74460D109 2,850 170 6.34 658 10.22 0.0950
2020-10-27 2020-09-30 13F PUBLIC STORAGE COM 74460D109 2,680 0 0.00 597 16.15 0.0970
2020-07-15 2020-06-30 13F PUBLIC STORAGE COM 74460D109 2,680 -40 -1.47 514 -4.81 0.0950
2020-04-24 2020-03-31 13F PUBLIC STORAGE COM 74460D109 2,720 35 1.30 540 -5.59 0.1203
2020-01-23 2019-12-31 13F PUBLIC STORAGE COM 74460D109 2,685 90 3.47 572 -10.06 0.0966
2019-10-22 2019-09-30 13F PUBLIC STORAGE COM 74460D109 2,595 0 0.00 636 2.91 0.1244
2019-07-29 2019-06-30 13F PUBLIC STORAGE COM 74460D109 2,595 0 0.00 618 9.38 0.1257
2019-04-30 2019-03-31 13F PUBLIC STORAGE COM 74460D109 2,595 290 12.58 565 20.99 0.1197
2019-01-31 2018-12-31 13F PUBLIC STORAGE COM 74460D109 2,305 -101 -4.20 467 -3.71 0.1178
2018-11-07 2018-09-30 13F PUBLIC STORAGE COM 74460D109 2,406 6 0.25 485 -11.01 0.1057
2018-07-17 2018-06-30 13F PUBLIC STORAGE COM 74460D109 2,400 0 0.00 545 13.31 0.1286
2018-04-27 2018-03-31 13F PUBLIC STORAGE COM 74460D109 2,400 -2,405 -50.05 481 -52.09 0.1196
2018-01-22 2017-12-31 13F PUBLIC STORAGE COM 74460D109 4,805 -69 -1.42 1,004 -3.74 0.2427
2017-10-26 2017-09-30 13F PUBLIC STORAGE COM 74460D109 4,874 -383 -7.29 1,043 -4.84 0.2767
2017-08-11 2017-06-30 13F PUBLIC STORAGE COM 74460D109 5,257 2,852 118.59 1,096 103.72 0.3019
2017-02-06 2016-12-31 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 538 0.19 0.1974
2016-10-26 2016-09-30 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 537 -12.68 0.2114
2016-08-09 2016-06-30 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 615 -7.24 0.2539
2016-05-11 2016-03-31 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 663 11.24 0.2475
2016-02-08 2015-12-31 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 596 17.09 0.2260
2015-10-23 2015-09-30 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 509 14.90 0.1946
2015-07-21 2015-06-30 13F PUBLIC STORAGE COM 74460D109 2,405 0 0.00 443 -6.54 0.1538
2015-04-28 2015-03-31 13F PUBLIC STORAGE COM 74460D109 2,405 2,405 474 0.1584
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.