공용 저장소
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership2,243 shares
Latest Disclosed Value $ 607,639
Jacobi Capital Management LLC reports 0.04% increase in ownership of PSA / Public Storage

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 2,243 shares of Public Storage (MX:PSA) valued at $607,639 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,242 shares of Public Storage. This represents a change in shares of 0.04% during the quarter.

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)
2026-05-14 2026-03-31 13F PUBLIC STORAGE OPER COM 74460D109 2,243 1 0.04 608 4.48 0.0339
2026-02-13 2025-12-31 13F PUBLIC STORAGE OPER COM 74460D109 2,242 188 9.15 582 -2.02 0.0337
2025-11-07 2025-09-30 13F PUBLIC STORAGE OPER COM 74460D109 2,054 126 6.54 593 4.96 0.0361
2025-08-12 2025-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,928 122 6.76 566 4.63 0.0376
2025-05-27 2025-03-31 13F PUBLIC STORAGE OPER COM 74460D109 1,806 58 3.32 541 3.25 0.0399
2025-02-05 2024-12-31 13F PUBLIC STORAGE OPER COM 74460D109 1,748 14 0.81 524 -17.12 0.0391
2024-11-14 2024-09-30 13F PUBLIC STORAGE OPER COM 74460D109 1,734 17 0.99 631 27.99 0.0477
2024-08-09 2024-06-30 13F PUBLIC STORAGE OPER COM 74460D109 1,717 -24 -1.38 494 -2.38 0.0429
2024-05-10 2024-03-31 13F PUBLIC STORAGE COM 74460D109 1,741 -7 -0.40 505 -5.25 0.0467
2024-02-14 2023-12-31 13F PUBLIC STORAGE COM 74460D109 1,748 74 4.42 533 20.86 0.0547
2023-11-13 2023-09-30 13F PUBLIC STORAGE COM 74460D109 1,674 228 15.77 441 4.75 0.0499
2023-08-08 2023-06-30 13F PUBLIC STORAGE COM 74460D109 1,446 30 2.12 422 -1.41 0.0472
2023-05-05 2023-03-31 13F PUBLIC STORAGE COM 74460D109 1,416 75 5.59 428 13.87 0.0508
2023-02-13 2022-12-31 13F PUBLIC STORAGE COM 74460D109 1,341 15 1.13 376 -3.35 0.0470
2022-11-09 2022-09-30 13F PUBLIC STORAGE COM 74460D109 1,326 46 3.59 388 -3.00 0.0531
2022-08-05 2022-06-30 13F PUBLIC STORAGE COM 74460D109 1,280 -143 -10.05 400 -27.93 0.0532
2022-05-06 2022-03-31 13F PUBLIC STORAGE COM 74460D109 1,423 31 2.23 555 6.53 0.0663
2022-02-14 2021-12-31 13F PUBLIC STORAGE COM 74460D109 1,392 7 0.51 521 26.46 0.0621
2021-11-15 2021-09-30 13F PUBLIC STORAGE COM 74460D109 1,385 -24 -1.70 412 -2.83 0.0524
2021-08-12 2021-06-30 13F PUBLIC STORAGE COM 74460D109 1,409 13 0.93 424 22.90 0.0560
2021-05-11 2021-03-31 13F PUBLIC STORAGE COM 74460D109 1,396 31 2.27 345 9.52 0.0509
2021-02-08 2020-12-31 13F PUBLIC STORAGE COM 74460D109 1,365 -14 -1.02 315 2.61 0.0497
2020-10-30 2020-09-30 13F PUBLIC STORAGE COM 74460D109 1,379 -53 -3.70 307 11.64 0.0539
2020-08-04 2020-06-30 13F/A-1 PUBLIC STORAGE COM 74460D109 1,432 296 26.06 275 21.68 0.0514
2020-07-27 2020-06-30 13F PUBLIC STORAGE COM 74460D109 327 -809 275 51,413.2089
2020-04-24 2020-03-31 13F PUBLIC STORAGE COM 74460D109 1,136 115 11.26 226 3.67 0.0486
2020-02-03 2019-12-31 13F PUBLIC STORAGE COM 74460D109 1,021 71 7.47 218 -6.44 0.0398
2019-11-12 2019-09-30 13F PUBLIC STORAGE COM 74460D109 950 -9 -0.94 233 2.19 0.0461
2019-08-07 2019-06-30 13F PUBLIC STORAGE COM 74460D109 959 11 1.16 228 10.14 0.0463
2019-05-13 2019-03-31 13F PUBLIC STORAGE COM 74460D109 948 48 5.33 207 13.74 0.0529
2019-02-11 2018-12-31 13F PUBLIC STORAGE COM 74460D109 900 52 6.13 182 6.43 0.0498
2018-11-14 2018-09-30 13F PUBLIC STORAGE COM 74460D109 848 38 4.69 171 -7.07 0.0457
2018-08-14 2018-06-30 13F PUBLIC STORAGE COM 74460D109 810 -101 -11.09 184 1.10 0.0532
2018-05-03 2018-03-31 13F PUBLIC STORAGE COM 74460D109 911 372 69.02 182 65.45 0.0546
2018-02-05 2017-12-31 13F PUBLIC STORAGE COM 74460D109 539 148 37.85 110 30.95 0.0356
2017-11-02 2017-09-30 13F PUBLIC STORAGE COM 74460D109 391 391 84 0.0285
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.