PSA · Company research
Public Storage (PSA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24082 | 6811353000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7925 | 2522607 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1300 | 413803 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9741 | 3100658 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24975 | 7949792 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 297 | 87146 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291 | 93 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136358 | 43404 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140939 | 44862294 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1085601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 463395 | 147503262 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1273 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Krane Funds Advisors LLC | 1536592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1880 | 598423 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Loudon Investment Management, LLC | 1597089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2400 | 763944 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ATTICUS WEALTH MANAGEMENT, LLC | 1800234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 856 | 272595 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107175 | 34115 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Heitman Real Estate Securities LLC | 1080117 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104283 | 33194322 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aegis Wealth Management LLC | 1628818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 813 | 258786 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 843 | 268416 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pavion Blue Capital, LLC | 1792565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3551 | 1130319 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Generali Investments CEE, investicni spolecnost, a.s. | 2047540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7350 | 2339578 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Schwallier Wealth Management LLC | 1934951 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 286499 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 796 | 253375 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67 | 21327 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 799 | 254460 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 3501 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37444 | 11935791 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Planned Solutions, Inc. | 1831332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 970 | 308761 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 667 | 213814 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Texas Yale Capital Corp. | 1332342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6534 | 2079956 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2446 | 778714 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| GODSEY & GIBB, INC | 887402 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 813 | 258787 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357 | 113637 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1804 | 574 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 1274 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118 | 37561 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1775 | 565031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hendershot Investments Inc. | 1541496 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2707 | 861590 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3905 | 1243001 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Koshinski Asset Management, Inc. | 1633389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1333 | 424296 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 7958 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Hilton Head Capital Partners, LLC | 2109913 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 948 | 301758 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Whitener Capital Management, Inc. | 825217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2371 | 754713 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3736398 | 1183978286 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69500 | 22122545 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2498 | 795138 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6784 | 2159415 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 868 | 276408 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3090 | 983619 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Lansforsakringar Fondforvaltning AB (publ) | 2059323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48221 | 15349227 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 796 | 253430 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 767 | 244144 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 637 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TOWER TRUST & INVESTMENT Co | 2067591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 506 | 161059 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66596 | 21198173 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80797 | 25718 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Peoples Bank/KS | 1998269 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1286 | 409347 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11589 | 3688996 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WINMILL & CO. INC | 52234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1700 | 541127 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Columbia Bank | 2017259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7535 | 2398466 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| APG Asset Management US Inc. | 1323255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2103577 | 679539514 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PGGM Investments | 1472190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41859 | 13324 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1300 | 414 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Franklin, Parlapiano, Turner & Welch, LLC | 1707856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26573 | 8458882 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307356 | 97834488 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Edge Wealth Management LLC | 1567163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44196 | 14067873 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2163 | 688505 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3332 | 1060232 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 41062 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Chesley Taft & Associates LLC | 1164632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1218 | 387702 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2354 | 749302 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Valeo Financial Advisors, LLC | 1722641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 735 | 234024 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4300 | 1368733 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 1592 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 31831 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mirador Capital Partners LP | 1633446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 979 | 311468 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Dynamic Advisor Solutions LLC | 1599747 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9477 | 3016718 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Kingsview Wealth Management, LLC | 1791965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1862 | 592721 | — | — | — | Aug 19, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3713 | 1181885 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3820 | 1216061 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2464 | 784212 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.