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Disclosery

PSA PUBLIC STORAGE

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REIT (common), issuer CIK 1393311

1,109 managers (1,135 13F filers) reported a position in PSA shares at 2024-12-31, 141,656,449 shares in all. 72 filers opened a position and 124 filers sold out during the quarter.

Managers
1,109
13F filers
1,135
New
72
Added
411
Reduced
404
Sold out
124
Shares held by filers
141,656,449

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
SPOGLI RONALD Pdirector2026-10-06+6.28 A$285.85Form 4
HAVNER RONALD L JRdirector2026-10-06+4.45 A$285.85Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VALLEY NATIONAL ADVISERS INC50$15K<0.01%013F-HRTimeline
Quarry LP50$15K<0.01%+2513F-HRTimeline
Main Street Group, LTD50$15K0.01%new13F-HRTimeline
Hilltop National Bank50$15K<0.01%013F-HRTimeline
Caldwell Trust Co50$15K<0.01%013F-HRTimeline
Heritage Wealth Advisors50$14.8K<0.01%+113F-HRTimeline
Centricity Wealth Management, LLC48$14.4K0.01%13F-HRTimeline
Zions Bancorporation, N.A.47$14.1K<0.01%-213F-HRTimeline
Asset Dedication, LLC45$13.5K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.44$13.2K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC42$12.6K0.01%013F-HRTimeline
Caitong International Asset Management …40$12K0.01%13F-HR/ATimeline
Park Square Financial Group, LLC40$12K0.01%13F-HRTimeline
DecisionPoint Financial, LLC39$11.7K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC39$11.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC37$11.3K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC37$11.1K0.01%13F-HRTimeline
Fortitude Family Office, LLC37$11.1K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…35$10.5K<0.01%013F-HRTimeline
Pineridge Advisors LLC35$10.5K<0.01%013F-HRTimeline
Financial Avengers, Inc.34$10.3K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.33$9.88K<0.01%013F-HRTimeline
Addison Advisors LLC32$9.58K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC32$9.58K<0.01%13F-HRTimeline
Dunhill Financial, LLC31$9.41K<0.01%+813F-HRTimeline
WEST PACES ADVISORS INC.31$9.28K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC30$8.98K<0.01%+313F-HRTimeline
GPS Wealth Strategies Group, LLC30$8.98K<0.01%013F-HRTimeline
Abound Wealth Management29$8.7K<0.01%-1413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.29$8.68K0.01%-213F-HRTimeline
Human Investing LLC28$8.38K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.27$8.09K<0.01%-9113F-HRTimelineGroup
Manitou Investment Management Ltd.27$8.09K<0.01%013F-HRTimeline
Hemington Wealth Management27$8K<0.01%013F-HRTimeline
Caitlin John, LLC26$7.79K0.01%-2813F-HRTimeline
Hoese & Co LLP25$7.49K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.25$7.49K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …25$7.49K0.01%new13F-HRTimeline
Sachetta, LLC23$6.89K<0.01%-313F-HRTimeline
High Note Wealth, LLC23$6.89K<0.01%new13F-HRTimeline
Fairway Wealth LLC23$6.89K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.21$6.29K0.01%13F-HRTimeline
Avion Wealth23$6K<0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20$5.99K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.20$5.99K<0.01%013F-HRTimeline
DT Investment Partners, LLC20$5.99K<0.01%013F-HRTimeline
Providence First Trust Co20$5.99K<0.01%new13F-HRTimeline
Bogart Wealth, LLC19$5.69K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC19$5.69K<0.01%+413F-HRTimeline
Cornerstone Planning Group LLC19$5.65K<0.01%+413F-HRTimeline
Washington Trust Advisors, Inc.18$5.39K<0.01%-113F-HRTimeline
Minot DeBlois Advisors LLC17$5.09K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC17$5.09K<0.01%013F-HRTimeline
Anchor Investment Management, LLC17$5.09K<0.01%-413F-HRTimeline
Coppell Advisory Solutions LLC17$5.03K<0.01%+713F-HRTimeline
AlphaQuest LLC16$4.79K<0.01%-7,60413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV15$4.49K<0.01%13F-HRTimeline
PSI Advisors, LLC15$4.49K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…14$4.2K<0.01%+613F-HR/ATimeline
Aspect Partners, LLC14$4.19K<0.01%013F-HRTimeline
MCF Advisors LLC13$3.89K<0.01%+313F-HRTimeline
Red Tortoise LLC13$3.89K<0.01%013F-HRTimeline
Operose Advisors LLC12$3.59K<0.01%-16013F-HRTimeline
Glen Eagle Advisors, LLC12$3.59K<0.01%013F-HRTimeline
West Oak Capital, LLC1,162$3.48K0.12%013F-HR/ATimeline
Kozak & Associates, Inc.11$3.31K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC11$3.3K<0.01%-413F-HRTimeline
Clearstead Trust, LLC11$3.29K<0.01%-113F-HRTimeline
Fortis Group Advisors, LLC10$2.99K<0.01%-5,11813F-HRTimeline
Cassady Schiller Wealth Management, LLC10$2.99K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.9$2.69K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC9$2.69K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.8$2.4K<0.01%013F-HRTimeline
Clark Wealth Partners7$2.1K<0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC6$1.8K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC5$1.52K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT5$1.5K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$1.5K<0.01%13F-HRTimeline
NewSquare Capital LLC5$1.5K<0.01%new13F-HRTimeline
Core Alternative Capital5$1.5K<0.01%013F-HRTimeline
ESL Trust Services, LLC5$1.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC5$1.5K<0.01%13F-HRTimeline
Key Financial Inc4$1.2K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC4$1.2K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC4$1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$899<0.01%013F-HRTimeline
Valued Wealth Advisors LLC3$899<0.01%013F-HRTimeline
NVWM, LLC3$898<0.01%013F-HRTimeline
SITTNER & NELSON, LLC3$898<0.01%new13F-HRTimeline
JDM Financial Group LLC3$898<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC3$898<0.01%13F-HRTimeline
WINNACLE WEALTH LLC3$837<0.01%13F-HRTimeline
True Wealth Design, LLC2$629<0.01%new13F-HRTimeline
Transce3nd, LLC2$623<0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC2$599<0.01%013F-HRTimeline
Eagle Bay Advisors LLC2$599<0.01%-413F-HRTimeline
Nemes Rush Group LLC2$599<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC2$599<0.01%new13F-HRTimeline
Copia Wealth Management2$599<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2$598<0.01%013F-HRTimeline
Hexagon Capital Partners LLC1$333<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1$299<0.01%013F-HRTimeline
Truvestments Capital LLC1$299<0.01%013F-HRTimeline
NFSG Corp1$299<0.01%-1413F-HRTimeline
New Millennium Group LLC1$299<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1$299<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC0$5<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • SPOGLI RONALD P acquired 6.28 PSA shares on 2026-10-06, Form 4 filed 2026-10-07. 0000916867-26-000015

    Accepted , ingested

  • HAVNER RONALD L JR acquired 4.45 PSA shares on 2026-10-06, Form 4 filed 2026-10-07. 0001227384-26-000021

    Accepted , ingested