公共儲存
MX ˙ BMV ˙ US74460D1090
SecurityMX:PSA / Public Storage
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership189 shares
Latest Disclosed Value $ 51,112
Winch Advisory Services, LLC reports 1.07% increase in ownership of PSA / Public Storage

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 189 shares of Public Storage (MX:PSA) valued at $51,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 187 shares of Public Storage. This represents a change in shares of 1.07% 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)
2026-04-30 2026-03-31 13F PUBLIC STORAGE COM 74460D109 189 2 1.07 51 6.25 0.0117
2026-02-03 2025-12-31 13F PUBLIC STORAGE COM 74460D109 187 33 21.43 48 9.09 0.0107
2025-11-12 2025-09-30 13F PUBLIC STORAGE COM 74460D109 154 1 0.65 45 0.00 0.0100
2025-08-07 2025-06-30 13F PUBLIC STORAGE COM 74460D109 153 2 1.32 45 -2.22 0.0110
2025-05-06 2025-03-31 13F PUBLIC STORAGE COM 74460D109 151 43 39.81 45 40.63 0.0120
2025-01-14 2024-12-31 13F PUBLIC STORAGE COM 74460D109 108 21 24.14 32 3.23 0.0084
2024-10-21 2024-09-30 13F PUBLIC STORAGE COM 74460D109 87 1 1.16 31 29.17 0.0087
2024-07-31 2024-06-30 13F PUBLIC STORAGE COM 74460D109 86 1 1.18 25 0.00 0.0071
2024-05-14 2024-03-31 13F PUBLIC STORAGE COM 74460D109 85 1 1.19 25 -4.00 0.0075
2024-01-18 2023-12-31 13F PUBLIC STORAGE COM 74460D109 84 1 1.20 26 0.0085
2023-11-06 2023-09-30 13F PUBLIC STORAGE COM 74460D109 83 1 1.22 0 0.0081
2023-08-08 2023-06-30 13F PUBLIC STORAGE COM 74460D109 82 1 1.23 0 0.0086
2023-05-10 2023-03-31 13F PUBLIC STORAGE COM 74460D109 81 0 0.00 0 0.0097
2023-01-26 2022-12-31 13F PUBLIC STORAGE COM 74460D109 81 1 1.25 0 -100.00 0.0098
2022-10-31 2022-09-30 13F PUBLIC STORAGE COM 74460D109 80 4 5.26 23 -4.17 0.0099
2022-08-12 2022-06-30 13F PUBLIC STORAGE COM 74460D109 76 0 0.00 24 -20.00 0.0098
2022-04-26 2022-03-31 13F PUBLIC STORAGE COM USD0.10 COM 74460D109 76 0 0.00 30 7.14 0.0104
2022-02-04 2021-12-31 13F PUBLIC STORAGE COM USD0.10 COM 74460D109 76 0 0.00 28 27.27 0.0093
2021-11-10 2021-09-30 13F PUBLIC STORAGE COM USD0.10 COM 74460D109 76 1 1.33 22 -4.35 0.0077
2021-08-05 2021-06-30 13F PUBLIC STORAGE COM USD0.10 COM 74460D109 75 0 0.00 23 27.78 0.0083
2021-05-03 2021-03-31 13F PUBLIC STORAGE COM USD0.10 COM 74460D109 75 1 1.35 18 5.88 0.0072
2021-02-09 2020-12-31 13F PUBLIC STORAGE COM USD0.10 COM 74460D109 74 1 1.37 17 6.25 0.0071
2020-11-04 2020-09-30 13F PUBLIC STORAGE COM COM 74460D109 73 1 1.39 16 14.29 0.0068
2020-08-12 2020-06-30 13F PUBLIC STORAGE COM COM 74460D109 72 1 1.41 14 0.00 0.0067
2020-05-13 2020-03-31 13F PUBLIC STORAGE COM COM 74460D109 71 0 0.00 14 -6.67 0.0070
2020-02-12 2019-12-31 13F PUBLIC STORAGE COM COM 74460D109 71 0 0.00 15 -11.76 0.0071
2019-11-13 2019-09-30 13F PUBLIC STORAGE COM COM 74460D109 71 1 1.43 17 0.00 0.0089
2019-08-07 2019-06-30 13F PUBLIC STORAGE COM COM 74460D109 70 1 1.45 17 13.33 0.0089
2019-05-13 2019-03-31 13F PUBLIC STORAGE COM COM 74460D109 69 0 0.00 15 7.14 0.0083
2019-02-05 2018-12-31 13F PUBLIC STORAGE COM COM 74460D109 69 1 1.47 14 0.00 0.0078
2018-11-13 2018-09-30 13F PUBLIC STORAGE COM COM 74460D109 68 1 1.49 14 -6.67 0.0070
2018-08-13 2018-06-30 13F PUBLIC STORAGE COM COM 74460D109 67 1 1.52 15 15.38 0.0081
2018-05-11 2018-03-31 13F PUBLIC STORAGE COM COM 74460D109 66 0 0.00 13 -7.14 0.0076
2018-02-13 2017-12-31 13F PUBLIC STORAGE COM COM 74460D109 66 0 0.00 14 0.00 0.0084
2017-11-13 2017-09-30 13F PUBLIC STORAGE COM COM 74460D109 66 -114 -63.33 14 -63.16 0.0091
2017-08-07 2017-06-30 13F Public Storage COM 74460D109 180 180 38 0.0239
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.