Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PUBLIC STORAGE · COM · quarter ended 2026-03-31 · 10 members disclosed PSA ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 859 holders are listed, largest first
859
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$33.4B
holders whose share count rose or who opened the position (new + add), by shares
424
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
101
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of PSA ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$4.5B16,744,586−160,845TRIM
2VANGUARD PORTFOLIO MANAGEMENT LLC$3.7B13,542,250—NO PRIOR
3VANGUARD CAPITAL MANAGEMENT LLC$2.8B10,266,097—NO PRIOR
4STATE STREET CORP$2.8B10,234,445−330,796TRIM
5Capital International Investors$1.7B6,363,818+2,228,822ADD
6GEODE CAPITAL MANAGEMENT, LLC$1.1B4,222,966+133,823ADD
7FMR LLC$981M3,619,703−420,095TRIM
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$870M3,208,860+106,369ADD
9NORTHERN TRUST CORP$625M2,309,054−51,704TRIM
10DIMENSIONAL FUND ADVISORS LP$618M2,280,540+67,787ADD
11APG Asset Management US Inc.$579M2,094,949−112,726TRIM
12BARROW HANLEY MEWHINNEY & STRAUSS LLC$510M1,882,785+88,925ADD
13Clearbridge Investments, LLC$508M1,876,740+433,765ADD
14Legal & General Group Plc$506M1,866,456−85,323TRIM
15MORGAN STANLEY$495M1,826,178+317,290ADD
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$443M1,635,476+1,634,748ADD
17Invesco Ltd.$420M1,551,190+266,110ADD
18WELLINGTON MANAGEMENT GROUP LLP$394M1,453,748+427,317ADD
19AMERIPRISE FINANCIAL INC$330M1,230,113+37,709ADD
20Capital Research Global Investors$327M1,207,605+1,207,605NEW
21CENTERSQUARE INVESTMENT MANAGEMENT LLC$326M1,204,981−230,986TRIM
22Bank of New York Mellon Corp$271M1,001,676−5,363TRIM
23VANGUARD FIDUCIARY TRUST CO$242M892,045—NO PRIOR
24ROYAL BANK OF CANADA$241M891,398+53,366ADD
25Daiwa Securities Group Inc.$241M890,981+53,276ADD
261832 Asset Management L.P.$233M861,567+341,691ADD
27Sumitomo Mitsui Trust Group, Inc.$228M840,435−15,857TRIM
28Nuveen, LLC$222M820,697−50,773TRIM
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$212M776,223−49,576TRIM
30BANK OF AMERICA CORP /DE/$204M751,808−74,464TRIM
31UBS Group AG$185M682,342+13,725ADD
32DEUTSCHE BANK AG\$180M664,076+266,825ADD
33DUFF & PHELPS INVESTMENT MANAGEMENT CO$150M553,190+553,190NEW
34Amundi$149M550,070−91,406TRIM
35HSBC HOLDINGS PLC$149M549,624−673,000TRIM
36MONTRUSCO BOLTON INVESTMENTS INC.$136M518,306−117,420TRIM
37CITIGROUP INC$133M489,486+154,816ADD
38Mitsubishi UFJ Asset Management Co., Ltd.$132M486,284+27,469ADD
39Swiss National Bank$126M463,440+30,760ADD
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$116M429,554−73,585TRIM
41WELLS FARGO & COMPANY/MN$110M405,254+30,986ADD
42AMERICAN CENTURY COMPANIES INC$107M395,375−115,957TRIM
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$106M390,356−36,202TRIM
44HighTower Advisors, LLC$96.2M354,971+311ADD
45Vanguard Global Advisers, LLC$93.6M345,492—NO PRIOR
46Aberdeen Group plc$90.7M334,968−6,757TRIM
47Bank Julius Baer & Co. Ltd, Zurich$85.0M316,478+1,166ADD
48CANADA PENSION PLAN INVESTMENT BOARD$83.4M308,028−529,170TRIM
49NOMURA ASSET MANAGEMENT CO LTD$81.2M299,708+10,033ADD
50Asset Management One Co., Ltd.$80.0M295,400−6,136TRIM
51PRUDENTIAL FINANCIAL INC$79.9M295,140−146,757TRIM
52SEI INVESTMENTS CO$79.9M294,808+1,718ADD
53NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$79.5M293,371+293,371NEW
54RAYMOND JAMES FINANCIAL INC$76.8M283,502+25,812ADD
55HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$75.6M278,920+120,897ADD
56National Pension Service$74.8M276,000+276,000NEW
57VANGUARD ASSET MANAGEMENT, Ltd$74.4M274,576—NO PRIOR
58ALLIANCEBERNSTEIN L.P.$72.8M280,649−7,786TRIM
59BAMCO INC /NY/$72.3M266,847+266,847NEW
60PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$70.0M258,469−37,430TRIM
61Janus Henderson Group Ltd.$65.0M239,768−19,046TRIM
62SCHRODER INVESTMENT MANAGEMENT GROUP$64.3M242,645−56,911TRIM
63PRINCIPAL FINANCIAL GROUP INC$63.6M234,612−11,390TRIM
64CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$59.4M219,284−111,203TRIM
65ENVESTNET ASSET MANAGEMENT INC$52.0M191,889+19,692ADD
66NEW YORK STATE COMMON RETIREMENT FUND$51.8M191,409+2,600ADD
67FIRST TRUST ADVISORS LP$50.8M187,415−534,173TRIM
68Vanguard Investments Australia, Ltd.$49.8M183,913—NO PRIOR
69Universal- Beteiligungs- und Servicegesellschaft mbH$47.8M176,375−34,421TRIM
70Allianz Asset Management GmbH$47.2M174,125+6,263ADD
71Swedbank AB$45.5M167,851−375TRIM
72Perpetual Ltd$42.6M157,263+20,990ADD
73Capital International, Inc./CA/$42.0M155,039+63,998ADD
74MACQUARIE GROUP LTD$41.7M154,042−11,800TRIM
75GREAT LAKES ADVISORS, LLC$40.6M149,970+21,932ADD
76Apollo Management Holdings, L.P.$39.0M143,980+3,690ADD
77TD ASSET MANAGEMENT INC$38.8M143,129−19,134TRIM
78Gotham Asset Management, LLC$38.6M142,359+5,852ADD
79LPL Financial LLC$38.2M141,064+5,578ADD
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$37.9M140,030+1,445ADD
81Zurcher Kantonalbank (Zurich Cantonalbank)$36.7M135,548+135,548NEW
82AVIVA PLC$36.0M133,049+3,748ADD
83ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$34.2M126,080−235,145TRIM
84Quantinno Capital Management LP$33.9M125,268+5,242ADD
85CI INVESTMENTS INC.$33.8M124,870−2,737TRIM
86Retirement Systems of Alabama$32.9M121,630−215TRIM
87TEACHER RETIREMENT SYSTEM OF TEXAS$32.7M120,881−17,439TRIM
88CITADEL ADVISORS LLC$32.3M119,198+45,072ADD
89WESTWOOD HOLDINGS GROUP INC$30.6M113,085+18,312ADD
90AEW CAPITAL MANAGEMENT L P$30.1M111,090−222,476TRIM
91Artisan Partners Limited Partnership$29.9M110,277−7,953TRIM
92COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$29.4M108,612+20,223ADD
93BANK OF MONTREAL /CAN/$29.0M107,214−12,777TRIM
94Carnegie Investment Counsel$28.8M111,899+6,091ADD
95HEITMAN REAL ESTATE SECURITIES LLC$28.2M104,211−66,635TRIM
96Lansforsakringar Fondforvaltning AB (publ)$28.2M104,209+922ADD
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.1M103,885+5,858ADD
98State of New Jersey Common Pension Fund D$28.1M103,8420NO CHANGE
99AQR CAPITAL MANAGEMENT LLC$26.4M99,272−279,000TRIM
100SEB Asset Management AB$26.1M96,358—NO PRIOR
101Resona Asset Management Co.,Ltd.$25.2M94,547+3,528ADD
102STOREBRAND ASSET MANAGEMENT AS$24.9M92,042—NO PRIOR
103Chevy Chase Trust Holdings, LLC$24.2M89,334+3,205ADD
104FEDERATED HERMES, INC.$24.1M89,062+617ADD
105Hudson Bay Capital Management LP$23.8M87,775+23,265ADD
106Cetera Investment Advisers$23.4M86,334+15,134ADD
107STIFEL FINANCIAL CORP$23.2M85,676−1,380TRIM
108STATE OF WISCONSIN INVESTMENT BOARD$23.2M85,569−472TRIM
109FLPUTNAM INVESTMENT MANAGEMENT CO$22.6M83,609+2,719ADD
110Cerity Partners LLC$22.0M81,311−3,839TRIM
111HEARTLAND ADVISORS INC$21.4M78,922−2,071TRIM
112VICTORY CAPITAL MANAGEMENT INC$21.4M78,910+697ADD
113OSTERWEIS CAPITAL MANAGEMENT INC$21.3M78,807+78,807NEW
114WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$21.3M77,101−14,697TRIM
115Weil Company, Inc.$20.6M76,023+13,790ADD
116Soapstone Management L.P.$20.3M75,0000NO CHANGE
117DANSKE BANK A/S$20.2M74,423+2,660ADD
118B&I Capital AG$20.2M74,400+35,400ADD
119Mitsubishi UFJ Trust & Banking Corp$19.9M73,482−1,518TRIM
120CIBC WORLD MARKET INC.$19.8M73,215−2,918TRIM
121Pictet Asset Management Holding SA$19.6M72,411−10,782TRIM
122APG Asset Management N.V.$18.8M80,000−1,320TRIM
123ROYAL LONDON ASSET MANAGEMENT LTD$18.7M68,930+5ADD
124TORONTO DOMINION BANK$18.6M68,800−23,331TRIM
125Schonfeld Strategic Advisors LLC$18.3M67,666+66,242ADD
126CIBC Bancorp USA Inc.$18.0M66,475—NO PRIOR
127Korea Investment CORP$17.9M66,201−45,650TRIM
128Corient Private Wealth LLC$17.8M65,977−178,172TRIM
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$17.3M63,712+23,320ADD
130NATIXIS$16.4M60,368−82,833TRIM
131KLP KAPITALFORVALTNING AS$16.2M59,814+3,600ADD
132Sumitomo Mitsui DS Asset Management Company, Ltd$16.1M59,618−584TRIM
133IFM Investors Pty Ltd$15.6M57,448+1,172ADD
134BNP Paribas Asset Management Holding S.A.$14.7M54,196+17,015ADD
135NATIONAL BANK OF CANADA /FI/$14.2M52,532−16,008TRIM
136NEOS Investment Management LLC$14.1M51,907+14,021ADD
137COMMERCE BANK$13.5M49,769−3,093TRIM
138Tredje AP-fonden$13.3M49,222+49,222NEW
139UniSuper Management Pty Ltd$12.9M47,535−344TRIM
140CREDIT AGRICOLE S A$12.8M47,342−6,100TRIM
141FIFTH THIRD BANCORP$12.5M46,316−436TRIM
142Metis Global Partners, LLC$12.4M45,878+3,497ADD
143FRANKLIN RESOURCES INC$12.3M45,544−7,182TRIM
144NISSAY ASSET MANAGEMENT CORP /JAPAN$12.3M45,399+1,006ADD
145NISA INVESTMENT ADVISORS, LLC$12.2M45,024−18,290TRIM
146PUBLIC SECTOR PENSION INVESTMENT BOARD$12.2M44,910+4,697ADD
147Edge Wealth Management LLC$12.0M44,129−13TRIM
148STATE OF MICHIGAN RETIREMENT SYSTEM$11.8M43,621−100TRIM
149ISTHMUS PARTNERS, LLC$11.8M43,576+987ADD
150UMB Bank, n.a.$11.8M43,538+20,437ADD
151Arizona State Retirement System$11.7M43,276−1,431TRIM
152Czech National Bank$11.7M43,018+1,380ADD
153Uniplan Investment Counsel, Inc.$11.5M42,346−32,459TRIM
154FIL Ltd$11.5M42,341−14,218TRIM
155SCOTIA CAPITAL INC.$11.3M41,585+41,585NEW
156Adelante Capital Management LLC$11.2M265,447+24,232ADD
157Capital Investment Advisors, LLC$11.1M40,892+2,520ADD
158CWA Asset Management Group, LLC$10.8M39,929−1,051TRIM
159CIBC Asset Management Inc$10.4M38,571−79,769TRIM
160COMMONWEALTH EQUITY SERVICES, LLC$10.3M37,969−785TRIM
161CHILTON CAPITAL MANAGEMENT LLC$10.2M37,494+2,081ADD
162Ensign Peak Advisors, Inc$10.1M37,271−8,008TRIM
163BANK OF NOVA SCOTIA$10.1M37,245+4,630ADD
164Mirae Asset Global Investments Co., Ltd.$9.7M35,821+3,217ADD
165Federation des caisses Desjardins du Quebec$9.6M35,490+17,119ADD
166Swiss Life Asset Management Ltd$9.5M35,126+2,624ADD
167OLD NATIONAL BANCORP /IN/$9.4M34,808+1,378ADD
168Baird Financial Group, Inc.$9.2M34,005+34,005NEW
169O'SHAUGHNESSY ASSET MANAGEMENT, LLC$9.2M33,922+11,307ADD
170Waverly Advisors, LLC$9.2M33,845−359TRIM
171Aptus Capital Advisors, LLC$9.1M33,725−1,359TRIM
172NORDEA INVESTMENT MANAGEMENT AB$9.1M34,306+1,018ADD
173USS Investment Management Ltd$9.1M33,565+883ADD
174&PARTNERS$9.0M33,297+3,943ADD
175US BANCORP \DE\$9.0M33,142−1,438TRIM
176DnB Asset Management AS$8.9M32,898+3,023ADD
177Columbus Macro, LLC$8.8M32,451−4,288TRIM
178Calamos Advisors LLC$8.7M31,9460NO CHANGE
179XPONANCE LLC$8.5M31,232+3,458ADD
180NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.3M30,621+3,508ADD
181MILLENNIUM MANAGEMENT LLC$8.3M30,616−215,135TRIM
182Seven Post Investment Office LP$8.3M30,497+334ADD
183Wealthfront Advisers LLC$8.0M29,403+6,131ADD
184New Age Alpha Advisors, LLC$7.9M29,196+2,268ADD
185STEPHENS INC /AR/$7.9M29,094+2,486ADD
186Y-Intercept (Hong Kong) Ltd$7.9M29,011+13,103ADD
187Edgemoor Investment Advisors, Inc.$7.8M28,924+259ADD
188ADAMS DIVERSIFIED EQUITY FUND, INC.$7.8M28,900+28,900NEW
189Sophron Capital Management L.P.$7.8M28,889−7,689TRIM
190EQUITABLE TRUST CO$7.8M28,849−1,242TRIM
191OP Asset Management Ltd$7.7M28,417—NO PRIOR
192ProShare Advisors LLC$7.7M28,280−6,882TRIM
193OSAIC HOLDINGS, INC.$7.6M28,124−1,866TRIM
194GUGGENHEIM CAPITAL LLC$7.6M27,892+1,564ADD
195FIDUCIARY TRUST CO$7.5M27,737−3,005TRIM
196Dakota Wealth Management$7.4M27,158+22,531ADD
197SHEETS SMITH WEALTH MANAGEMENT$7.3M26,810−35TRIM
198Creative Planning$7.1M26,146+2,279ADD
199VOYA INVESTMENT MANAGEMENT LLC$7.0M25,935+18ADD
200CLIFFORD SWAN INVESTMENT COUNSEL LLC$7.0M25,9180NO CHANGE
201DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.0M25,849−14,852TRIM
202Utah Retirement Systems$7.0M25,673−387TRIM
203GSI Capital Advisors LLC$6.6M24,435+24,435NEW
204TOMPKINS FINANCIAL CORP$6.6M24,358+721ADD
205NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.4M23,489+611ADD
206Eastover Investment Advisors LLC$6.2M22,952+539ADD
207Rakuten Investment Management, Inc.$6.2M23,440+2,667ADD
208TRUIST FINANCIAL CORP$6.2M22,739+679ADD
209NOMURA HOLDINGS INC$6.1M22,664−2,266TRIM
210Andra AP-fonden$6.1M22,630−20,690TRIM
211MERCER GLOBAL ADVISORS INC /ADV$6.0M22,184−10,722TRIM
212Ellsworth Advisors, LLC$5.9M21,946+3,957ADD
213ADVOCATE GROUP LLC$5.9M21,872+1,553ADD
214BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.9M21,763−6,210TRIM
215MACKENZIE FINANCIAL CORP$5.9M21,619+1,667ADD
216SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.8M21,555−9,839TRIM
217Tidal Investments LLC$5.8M21,519+10,273ADD
218Candriam S.C.A.$5.7M21,056−276TRIM
219Masterton Capital Management, LP$5.4M19,994−31,988TRIM
220M&T BANK CORP$5.3M19,587−60TRIM
221Trajan Wealth LLC$5.3M19,446+1,711ADD
222Rockefeller Capital Management L.P.$5.3M19,386−1,034TRIM
223MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.1M19,057+3,334ADD
224Sequoia Financial Advisors, LLC$5.1M18,731+2,129ADD
225Osmosis Investment Management UK Ltd$5.1M18,703+4,057ADD
226Te Ahumairangi Investment Management Ltd$5.0M18,406−200TRIM
227Baker Ellis Asset Management LLC$4.9M18,212+550ADD
228Kestra Advisory Services, LLC$4.9M18,109−14,639TRIM
229OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.9M18,101+56ADD
230Edgestream Partners, L.P.$4.7M17,349−16,533TRIM
231MAI Capital Management$4.7M17,216+574ADD
232Sanctuary Advisors, LLC$4.7M17,216+1,402ADD
233Investment Management Corp of Ontario$4.6M17,016+600ADD
234MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M16,800−155TRIM
235Norinchukin Bank, The$4.5M16,785−198TRIM
236BANK OF NOVA SCOTIA TRUST CO$4.5M16,669+16,669NEW
237Advisors Asset Management, Inc.$4.5M16,649+2,308ADD
238CWM, LLC$4.5M16,511−3,551TRIM
2391834 INVESTMENT ADVISORS CO$4.4M16,402+1,195ADD
240Vinva Investment Management Ltd$4.3M16,102−1,656TRIM
241Northwest Bancshares, Inc.$4.2M15,366+241ADD
242Siemens Fonds Invest GmbH$4.1M15,006−137TRIM
243NewEdge Advisors, LLC$4.1M14,999+14,999NEW
244Focus Partners Wealth$4.0M14,787−6,831TRIM
245Rafferty Asset Management, LLC$4.0M14,717−5,480TRIM
246SGL Investment Advisors, Inc.$4.0M12,778−496TRIM
247D.A. DAVIDSON & CO.$4.0M14,655−93TRIM
248Stablepoint Partners, LLC$4.0M14,588+14,588NEW
249Third View Private Wealth, LLC$3.9M14,532+2,026ADD
250Steward Partners Investment Advisory, LLC$3.9M14,451+1,720ADD
251Avanza Fonder AB$3.9M14,292−335TRIM
252Vanguard Personalized Indexing Management, LLC$3.9M14,261+2,009ADD
253TWO SIGMA INVESTMENTS, LP$3.7M13,680+13,680NEW
254Ethic Inc.$3.6M13,411−202TRIM
255LONGFELLOW INVESTMENT MANAGEMENT CO LLC$3.6M13,3300NO CHANGE
256BENJAMIN EDWARDS INC$3.6M13,234+972ADD
257FULLER & THALER ASSET MANAGEMENT, INC.$3.5M13,078−12,160TRIM
258SummitTX Capital, L.P.$3.4M12,710+12,710NEW
259Verition Fund Management LLC$3.4M12,476+7,766ADD
260Squarepoint Ops LLC$3.4M12,444−5,988TRIM
261Eurizon Capital SGR S.p.A.$3.3M12,172−4,903TRIM
262EXENCIAL WEALTH ADVISORS, LLC$3.2M11,865−226TRIM
263Naviter Wealth, LLC$3.0M11,147+1,297ADD
264First Nebraska Trust Co$3.0M11,012—NO PRIOR
265Capital Investment Counsel, LLC$2.9M10,816+378ADD
266Beacon Pointe Advisors, LLC$2.9M10,717+877ADD
267MML INVESTORS SERVICES, LLC$2.9M10,609−1,478TRIM
268Bragg Financial Advisors, Inc$2.9M10,587+8,437ADD
269WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$2.8M10,343+253ADD
270Inspire Investing, LLC$2.8M10,323+8,217ADD
271Private Capital Management, LLC$2.8M10,200+5,700ADD
272Crossmark Global Holdings, Inc.$2.7M9,997—NO PRIOR
273PEAK6 LLC$2.7M9,893−17,863TRIM
274KEYBANK NATIONAL ASSOCIATION/OH$2.7M9,850+288ADD
275SIGMA INVESTMENT COUNSELORS INC$2.6M9,552−590TRIM
276MIZUHO SECURITIES USA LLC$2.6M9,549−1,949TRIM
277INTECH INVESTMENT MANAGEMENT LLC$2.5M9,322−4,574TRIM
278XTX Topco Ltd$2.5M9,312−10,003TRIM
279Equitable Holdings, Inc.$2.5M9,349+6,572ADD
280Sowell Financial Services LLC$2.5M9,103+484ADD
281Vident Advisory, LLC$2.5M9,049+946ADD
282Graham Capital Management, L.P.$2.4M9,043+7,359ADD
283Systematic Alpha Investments, LLC$2.4M9,0300NO CHANGE
284Allworth Financial LP$2.4M9,021−296TRIM
285FOUNDERS FINANCIAL SECURITIES LLC$2.4M8,279−150TRIM
286ONTARIO TEACHERS PENSION PLAN BOARD$2.4M8,925−24,038TRIM
287Jefferies Financial Group Inc.$2.4M8,875+7,893ADD
288DRW Securities, LLC$2.4M8,706+7,548ADD
289OPPENHEIMER ASSET MANAGEMENT INC.$2.3M8,667+1,703ADD
290ABN AMRO INVESTMENT SOLUTIONS$2.3M8,623+836ADD
291Dynamic Advisor Solutions LLC$2.3M8,535+599ADD
292Weaver Capital Management LLC$2.3M8,424+2,118ADD
293Pathstone Holdings, LLC$2.3M8,351−194TRIM
294Presima Securities ULC$2.2M8,2980NO CHANGE
295DoubleLine ETF Adviser LP$2.2M8,195−2,030TRIM
296Capital Management Associates, Inc$2.2M8,093+173ADD
297Spartan Wealth Advisory Services LLC$2.2M7,946—NO PRIOR
298AG2R LA MONDIALE GESTION D'ACTIFS$2.1M7,929−71TRIM
299Pure Financial Advisors, LLC$2.1M7,907−57TRIM
300Vanderbilt University$2.1M7,857−2,702TRIM
301Maryland State Retirement & Pension System$2.1M7,8220NO CHANGE
302BLI - Banque de Luxembourg Investments$2.1M8,200+8,200NEW
303Johnson Financial Group, Inc.$2.1M7,639+873ADD
304REGATTA CAPITAL GROUP, LLC$2.1M7,601+608ADD
305KESTRA PRIVATE WEALTH SERVICES, LLC$2.0M7,526+3,155ADD
306Mediolanum International Funds Ltd$2.0M7,684−5,878TRIM
307CHATHAM CAPITAL GROUP, INC.$2.0M7,518+630ADD
308Allspring Global Investments Holdings, LLC$2.0M7,366−22,426TRIM
309Summit Trail Advisors, LLC$2.0M7,474+935ADD
310OMERS ADMINISTRATION Corp$2.0M7,382+1,689ADD
311LMR Partners LLP$2.0M7,378+7,378NEW
312Generali Investments CEE, investicni spolecnost, a.s.$2.0M7,3500NO CHANGE
313LBP AM SA$2.0M7,241+7,241NEW
314Zimmer Partners, LP$2.0M7,200+7,200NEW
315Columbia Bank$1.9M7,082−81TRIM
316LDR Capital Management LLC$1.9M6,881+2,575ADD
317Fideuram Asset Management (Ireland) dac$1.9M6,377−760TRIM
318Werlinich Asset Management, LLC$1.8M6,612−475TRIM
319Orion Porfolio Solutions, LLC$1.8M6,572−513TRIM
320Tower Research Capital LLC (TRC)$1.8M6,515+4,077ADD
321MUFG Securities EMEA plc$1.8M6,4810NO CHANGE
322ALLEN WEALTH MANAGEMENT, LLC$1.7M6,417+537ADD
323Sawyer & Company, Inc$1.7M6,301−191TRIM
324GeoWealth Management, LLC$1.7M6,278−414TRIM
325Texas Yale Capital Corp.$1.7M6,260−110TRIM
326Ramirez Asset Management, Inc.$1.7M6,249+310ADD
327Woodline Partners LP$1.7M6,159+3,271ADD
328Independent Advisor Alliance$1.7M6,110−810TRIM
329Jain Global LLC$1.6M6,090+6,090NEW
330Concurrent Investment Advisors, LLC$1.6M5,948−634TRIM
331Capital Group Private Client Services, Inc.$1.6M5,914+990ADD
332Saudi Central Bank$1.6M5,829+5,829NEW
333BROWN ADVISORY INC$1.6M5,804−35TRIM
334Merit Financial Group, LLC$1.6M5,792−277TRIM
335Drucker Wealth 3.0, LLC$1.6M5,744+69ADD
336Empowered Funds, LLC$1.5M5,570−93TRIM
337Ashton Thomas Private Wealth, LLC$1.5M5,542+5,542NEW
338NAPLES GLOBAL ADVISORS, LLC$1.5M5,467+630ADD
339Plato Investment Management Ltd$1.5M5,458−19TRIM
340Triton Financial Group Inc$1.5M5,569+2,746ADD
341E. Ohman J:or Asset Management AB$1.5M5,443−350TRIM
342AZZAD ASSET MANAGEMENT INC /ADV$1.5M5,358+39ADD
343Columbia Asset Management$1.5M5,356−117TRIM
344Clare Market Investments LLC$1.4M5,321—NO PRIOR
345Banque Cantonale Vaudoise$1.4M5,291+1,651ADD
346TOKIO MARINE ASSET MANAGEMENT CO LTD$1.4M5,251−40TRIM
347Atria Investments, Inc$1.4M5,225+1,153ADD
348KORNITZER CAPITAL MANAGEMENT INC /KS$1.4M5,2000NO CHANGE
349CSS LLC/IL$1.4M5,100+80ADD
350NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M5,053+7ADD
351BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.4M5,023−34,448TRIM
352Westerkirk Capital Inc.$1.4M5,014+212ADD
353HANCOCK WHITNEY CORP$1.4M4,476−49TRIM
354ASR Vermogensbeheer N.V.$1.3M4,971+29ADD
355ABSHER WEALTH MANAGEMENT, LLC$1.3M4,951+1,292ADD
356Arax Advisory Partners$1.3M4,922+3,212ADD
357MGO ONE SEVEN LLC$1.3M4,889−3,875TRIM
358BANQUE PICTET & CIE SA$1.3M4,888+4,888NEW
359Brooklyn Investment Group$1.3M4,886+2,570ADD
360J. Safra Sarasin Holding AG$1.3M4,850+3,373ADD
361OSSIAM$1.3M4,786+1,053ADD
362JPL Wealth Management, LLC$1.3M4,768−83TRIM
363FIRST MANHATTAN CO. LLC.$1.3M4,7440NO CHANGE
364STANSBERRY ASSET MANAGEMENT, LLC$1.3M4,724+191ADD
365Hennion & Walsh Asset Management, Inc.$1.3M4,724+56ADD
366Apollon Wealth Management, LLC$1.2M4,592−437TRIM
367North Dakota State Investment Board$1.2M4,575−841TRIM
368OPPENHEIMER & CO INC$1.2M4,554−3,713TRIM
369ARBOR CAPITAL MANAGEMENT INC /ADV$1.2M4,279−243TRIM
370XML Financial, LLC$1.2M4,496−1,630TRIM
371UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.2M4,490+4,490NEW
372COHEN & STEERS, INC.$1.2M4,409,277+415,654ADD
373MUFG SECURITIES AMERICAS INC.$1.2M4,371+116ADD
374WBH ADVISORY INC$1.2M4,2560NO CHANGE
375ICW Investment Advisors LLC$1.2M4,319+64ADD
376J.W. COLE ADVISORS, INC.$1.2M4,317+407ADD
377SECURIAN ASSET MANAGEMENT, INC$1.2M4,2940NO CHANGE
378DOLIVER ADVISORS, LP$1.1M4,182+53ADD
379GATEWAY INVESTMENT ADVISERS LLC$1.1M4,145+4,145NEW
380AlphaCore Capital LLC$1.1M4,108+570ADD
381Bangor Savings Bank$1.1M4,104−7TRIM
382Rodgers Brothers Inc.$1.1M4,075+200ADD
383Haverford Trust Co$1.1M4,0640NO CHANGE
384Robertson Stephens Wealth Management, LLC$1.1M4,045+12ADD
385MOODY LYNN LIEBERSON & WALKER, LLC$1.1M4,0000NO CHANGE
386Private Advisor Group, LLC$1.1M3,987−1,084TRIM
387DIVERSIFY WEALTH MANAGEMENT, LLC$1.1M3,655+2,693ADD
388Global Wealth Management Investment Advisory, Inc.$1.1M3,965+125ADD
389Moran Wealth Management, LLC$1.1M3,952−1,878TRIM
390Ascent Wealth Partners, LLC$1.1M3,912+259ADD
391Sage Capital Management, LLC$1.0M3,828−172TRIM
392RD Lewis Holdings, Inc.$1.0M3,526−430TRIM
393RB Capital Management, LLC$1.0M3,809−130TRIM
394Northwest & Ethical Investments L.P.$1.0M3,7610NO CHANGE
395Summit Financial, LLC$1.0M3,734+2,198ADD
396Segment Wealth Management, LLC$1.0M3,711+81ADD
397Hardworking Capital Advisors, LLC$1.0M3,696+8ADD
398ASSETMARK, INC$990K3,654+303ADD
399ROGCO, LP$986K3,640−8TRIM
400Diligent Investors, LLC$971K3,584+3ADD
401QUADRANT CAPITAL GROUP LLC$965K3,562+1,560ADD
402Pavion Blue Capital, LLC$962K3,551+763ADD
403NOVEM GROUP$949K3,503+147ADD
404TWO SIGMA SECURITIES, LLC$946K3,492+3,492NEW
405CAPITAL FINANCIAL GROUP INC\CO\ /ADV$922K3,405+100ADD
406EP Wealth Advisors, LLC$922K3,403−280TRIM
407Dai-ichi Life Insurance Company, Ltd$921K3,399−171TRIM
408Michels Family Financial, LLC$921K3,3990NO CHANGE
409Wealthspire Advisors, LLC$919K3,393−476TRIM
410ROMANO BROTHERS AND COMPANY$906K3,344+200ADD
411Savant Capital, LLC$896K3,309+539ADD
412GTS SECURITIES LLC$892K3,292+1,764ADD
413Avidian Wealth Enterprises, LLC$888K3,278+356ADD
414MONETA GROUP INVESTMENT ADVISORS LLC$883K3,260+83ADD
415Hummer Financial Advisory Services Inc$879K3,2440NO CHANGE
416Pekin Hardy Strauss, Inc.$876K3,233−8TRIM
417Blueshift Asset Management, LLC$867K3,199+3,199NEW
418WADDELL & ASSOCIATES, LLC$852K3,146+99ADD
419Family Legacy, Inc.$852K3,145−111TRIM
420Assenagon Asset Management S.A.$852K3,1440NO CHANGE
421Marshall Financial Group, LLC$846K3,122+57ADD
422Caprock Group, LLC$837K3,090+556ADD
423GUIDANCE CAPITAL, INC$828K2,771+53ADD
424Procyon Advisors, LLC$820K3,027−12TRIM
425AXXCESS WEALTH MANAGEMENT, LLC$818K3,019+75ADD
426Bridgewater Associates, LP$803K2,965+2,191ADD
427CHESAPEAKE CAPITAL CORP /IL/$801K2,956+2,956NEW
428BAKER TILLY WEALTH MANAGEMENT, LLC$799K2,950+288ADD
429HB Wealth Management, LLC$795K2,936+533ADD
430Generation Capital Management LLC$793K2,9280NO CHANGE
431CONNING INC.$785K2,898−108TRIM
432Harvest Portfolios Group Inc.$783K2,890−2,350TRIM
433Flavin Financial Services, Inc.$778K2,871+162ADD
434SIMPLEX TRADING, LLC$762K2,813+1,371ADD
435Meeder Advisory Services, Inc.$757K2,794+44ADD
436Integrated Advisors Network LLC$755K2,786+50ADD
437ELEVATION POINT WEALTH PARTNERS, LLC$747K2,759+230ADD
438Snowden Capital Advisors LLC$744K2,746−137TRIM
439Dynamic Technology Lab Private Ltd$738K2,724−1,877TRIM
440Hendershot Investments Inc.$733K2,707−58TRIM
441Vestmark Advisory Solutions, Inc.$730K2,695−1,020TRIM
442NorthRock Partners, LLC$728K2,688+1,413ADD
443Inspire Advisors, LLC$721K2,662+104ADD
444GLENMEDE TRUST CO NA$720K2,659+130ADD
445InTrack Investment Management Inc$692K2,553−26TRIM
446BLAIR WILLIAM & CO/IL$690K2,546+146ADD
447DAVENPORT & Co LLC$678K2,503−90TRIM
448Mariner, LLC$674K2,491−24,270TRIM
449MISSION WEALTH MANAGEMENT, LP$674K2,489−421TRIM
450ELEVATION WEALTH PARTNERS, LLC$664K2,452+15ADD
451Mutual Advisors, LLC$662K2,442+287ADD
452Savvy Advisors, Inc.$659K2,433+476ADD
453Morningstar Investment Management LLC$658K2,430+984ADD
454SILVERLAKE WEALTH MANAGEMENT LLC$655K2,418−98TRIM
455Sterling Investment Advisors, Ltd.$651K2,403+2,403NEW
456Loudon Investment Management, LLC$650K2,4000NO CHANGE
457Werba Rubin Papier Wealth Management$639K2,359+16ADD
458BALYASNY ASSET MANAGEMENT L.P.$639K2,358−68,818TRIM
459TEMA ETFS LLC$637K2,353+7ADD
460PLIMOTH TRUST CO LLC$635K2,3450NO CHANGE
461Horst & Graben Wealth Management LLC$624K2,042+11ADD
462Prestige Wealth Management Group LLC$615K2,269+2,194ADD
463COLDSTREAM CAPITAL MANAGEMENT INC$611K2,256−16TRIM
464Jacobi Capital Management LLC$608K2,243+1ADD
465Pinnacle Financial Partners, Inc.$605K2,232+76ADD
466WHITENER CAPITAL MANAGEMENT, INC.$604K2,231+108ADD
467PRINCIPAL SECURITIES, INC.$598K2,208−82TRIM
468EVERGREEN CAPITAL MANAGEMENT LLC$592K2,186+835ADD
469Hartford Funds Management Co LLC$592K2,184+470ADD
470Meiji Yasuda Asset Management Co Ltd.$590K2,179−36TRIM
471Biltmore Wealth Management, LLC$589K2,173+43ADD
472Vanguard National Trust Co$586K2,163—NO PRIOR
473GREAT VALLEY ADVISOR GROUP, INC.$581K2,144−757TRIM
474Generali Investments, Management Co LLC$581K2,144−1,581TRIM
475WINEBRENNER CAPITAL MANAGEMENT LLC$579K2,138+4ADD
476CHOREO, LLC$579K2,136+111ADD
477Lido Advisors, LLC$578K2,133−1,974TRIM
478Gallacher Capital Management LLC$578K2,135+2,135NEW
479Checchi Capital Advisers, LLC$575K2,124+20ADD
480HOHIMER WEALTH MANAGEMENT, LLC$574K2,118+432ADD
481RITHOLTZ WEALTH MANAGEMENT$570K2,105−380TRIM
482SIGNET FINANCIAL MANAGEMENT, LLC$569K2,100+246ADD
483Retirement Planning Co of New England, Inc.$568K2,099+13ADD
484Vontobel Holding Ltd.$568K2,0970NO CHANGE
485Callan Family Office, LLC$566K2,089−302TRIM
486FOUNDATIONS INVESTMENT ADVISORS, LLC$564K2,082−405TRIM
487Formidable Asset Management, LLC$559K2,063−819TRIM
488PRUDENTIAL PLC$551K2,035−8,077TRIM
489Berkeley Capital Partners, LLC$549K2,028+24ADD
490One Capital Management, LLC$547K2,021−176TRIM
491INDEPENDENT FINANCIAL GROUP, LLC$547K2,021—NO PRIOR
492HUB Investment Partners, LLC$538K1,987+6ADD
493Shum Financial Group, Inc.$533K1,966−12TRIM
494Chesapeake Wealth Management$530K1,955−6TRIM
495Krane Funds Advisors LLC$525K1,865+307ADD
496IVC Wealth Advisors LLC$517K1,910−13TRIM
497VISION FINANCIAL MARKETS LLC$515K1,900+1,900NEW
498111 Capital$515K1,900+872ADD
499Strategic Financial Services, Inc.$513K1,895—NO PRIOR
500PROFUND ADVISORS LLC$513K1,894−763TRIM
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PSA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PUBLIC STORAGE

Merged timeline of congressional filings and notable-manager moves on PSA
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+5,852 sh
2026-05-15Bridgewater Associates 13FADD+2,191 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed PSA — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).