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 · common stock · Q1 2026 · 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; undisclosed values are left out, never counted as zero: $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: 83

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of PSA ranked by reported value, 1–25 of 859 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.5B	16,744,586	−160,845	TRIM
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.7B	13,542,250	—	NO PRIOR
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.8B	10,266,097	—	NO PRIOR
4	STATE STREET CORP	$2.8B	10,234,445	−330,796	TRIM
5	Capital International Investors	$1.7B	6,363,818	+2,228,822	ADD
6	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	4,222,966	+133,823	ADD
7	FMR LLC	$981M	3,619,703	−420,095	TRIM
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$870M	3,208,860	+106,369	ADD
9	NORTHERN TRUST CORP	$625M	2,309,054	−51,704	TRIM
10	DIMENSIONAL FUND ADVISORS LP	$618M	2,280,540	+67,787	ADD
11	APG Asset Management US Inc.	$579M	2,094,949	−112,726	TRIM
12	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$510M	1,882,785	+88,925	ADD
13	Clearbridge Investments, LLC	$508M	1,876,740	+433,765	ADD
14	Legal & General Group Plc	$506M	1,866,456	−85,323	TRIM
15	MORGAN STANLEY	$495M	1,826,178	+317,290	ADD
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$443M	1,635,476	+1,634,748	ADD
17	Invesco Ltd.	$420M	1,551,190	+266,110	ADD
18	WELLINGTON MANAGEMENT GROUP LLP	$394M	1,453,748	+427,317	ADD
19	AMERIPRISE FINANCIAL INC	$330M	1,230,113	+37,709	ADD
20	Capital Research Global Investors	$327M	1,207,605	+1,207,605	NEW
21	CENTERSQUARE INVESTMENT MANAGEMENT LLC	$326M	1,204,981	−230,986	TRIM
22	Bank of New York Mellon Corp	$271M	1,001,676	−5,363	TRIM
23	VANGUARD FIDUCIARY TRUST CO	$242M	892,045	—	NO PRIOR
24	ROYAL BANK OF CANADA	$241M	891,398	+53,366	ADD
25	Daiwa Securities Group Inc.	$241M	890,981	+53,276	ADD

Show the top 500 of 859 holders

13F holders of PSA ranked by reported value, 26–500 of 859 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	1832 Asset Management L.P.	$233M	861,567	+341,691	ADD
27	Sumitomo Mitsui Trust Group, Inc.	$228M	840,435	−15,857	TRIM
28	Nuveen, LLC	$222M	820,697	−50,773	TRIM
29	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$212M	776,223	−49,576	TRIM
30	BANK OF AMERICA CORP /DE/	$204M	751,808	−74,464	TRIM
31	UBS Group AG	$185M	682,342	+13,725	ADD
32	DEUTSCHE BANK AG\	$180M	664,076	+266,825	ADD
33	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$150M	553,190	+553,190	NEW
34	Amundi	$149M	550,070	−91,406	TRIM
35	HSBC HOLDINGS PLC	$149M	549,624	−673,000	TRIM
36	MONTRUSCO BOLTON INVESTMENTS INC.	$136M	518,306	−117,420	TRIM
37	CITIGROUP INC	$133M	489,486	+154,816	ADD
38	Mitsubishi UFJ Asset Management Co., Ltd.	$132M	486,284	+27,469	ADD
39	Swiss National Bank	$126M	463,440	+30,760	ADD
40	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$116M	429,554	−73,585	TRIM
41	WELLS FARGO & COMPANY/MN	$110M	405,254	+30,986	ADD
42	AMERICAN CENTURY COMPANIES INC	$107M	395,375	−115,957	TRIM
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$106M	390,356	−36,202	TRIM
44	HighTower Advisors, LLC	$96.2M	354,971	+311	ADD
45	Vanguard Global Advisers, LLC	$93.6M	345,492	—	NO PRIOR
46	Aberdeen Group plc	$90.7M	334,968	−6,757	TRIM
47	Bank Julius Baer & Co. Ltd, Zurich	$85.0M	316,478	+1,166	ADD
48	CANADA PENSION PLAN INVESTMENT BOARD	$83.4M	308,028	−529,170	TRIM
49	NOMURA ASSET MANAGEMENT CO LTD	$81.2M	299,708	+10,033	ADD
50	Asset Management One Co., Ltd.	$80.0M	295,400	−6,136	TRIM
51	PRUDENTIAL FINANCIAL INC	$79.9M	295,140	−146,757	TRIM
52	SEI INVESTMENTS CO	$79.9M	294,808	+1,718	ADD
53	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$79.5M	293,371	+293,371	NEW
54	RAYMOND JAMES FINANCIAL INC	$76.8M	283,502	+25,812	ADD
55	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$75.6M	278,920	+120,897	ADD
56	National Pension Service	$74.8M	276,000	+276,000	NEW
57	VANGUARD ASSET MANAGEMENT, Ltd	$74.4M	274,576	—	NO PRIOR
58	ALLIANCEBERNSTEIN L.P.	$72.8M	280,649	−7,786	TRIM
59	BAMCO INC /NY/	$72.3M	266,847	+266,847	NEW
60	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$70.0M	258,469	−37,430	TRIM
61	Janus Henderson Group Ltd.	$65.0M	239,768	−19,046	TRIM
62	SCHRODER INVESTMENT MANAGEMENT GROUP	$64.3M	242,645	−56,911	TRIM
63	PRINCIPAL FINANCIAL GROUP INC	$63.6M	234,612	−11,390	TRIM
64	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$59.4M	219,284	−111,203	TRIM
65	ENVESTNET ASSET MANAGEMENT INC	$52.0M	191,889	+19,692	ADD
66	NEW YORK STATE COMMON RETIREMENT FUND	$51.8M	191,409	+2,600	ADD
67	FIRST TRUST ADVISORS LP	$50.8M	187,415	−534,173	TRIM
68	Vanguard Investments Australia, Ltd.	$49.8M	183,913	—	NO PRIOR
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$47.8M	176,375	−34,421	TRIM
70	Allianz Asset Management GmbH	$47.2M	174,125	+6,263	ADD
71	Swedbank AB	$45.5M	167,851	−375	TRIM
72	Perpetual Ltd	$42.6M	157,263	+20,990	ADD
73	Capital International, Inc./CA/	$42.0M	155,039	+63,998	ADD
74	MACQUARIE GROUP LTD	$41.7M	154,042	−11,800	TRIM
75	GREAT LAKES ADVISORS, LLC	$40.6M	149,970	+21,932	ADD
76	Apollo Management Holdings, L.P.	$39.0M	143,980	+3,690	ADD
77	TD ASSET MANAGEMENT INC	$38.8M	143,129	−19,134	TRIM
78	Gotham Asset Management, LLC	$38.6M	142,359	+5,852	ADD
79	LPL Financial LLC	$38.2M	141,064	+5,578	ADD
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$37.9M	140,030	+1,445	ADD
81	Zurcher Kantonalbank (Zurich Cantonalbank)	$36.7M	135,548	+135,548	NEW
82	AVIVA PLC	$36.0M	133,049	+3,748	ADD
83	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$34.2M	126,080	−235,145	TRIM
84	Quantinno Capital Management LP	$33.9M	125,268	+5,242	ADD
85	CI INVESTMENTS INC.	$33.8M	124,870	−2,737	TRIM
86	Retirement Systems of Alabama	$32.9M	121,630	−215	TRIM
87	TEACHER RETIREMENT SYSTEM OF TEXAS	$32.7M	120,881	−17,439	TRIM
88	CITADEL ADVISORS LLC	$32.3M	119,198	+45,072	ADD
89	WESTWOOD HOLDINGS GROUP INC	$30.6M	113,085	+18,312	ADD
90	AEW CAPITAL MANAGEMENT L P	$30.1M	111,090	−222,476	TRIM
91	Artisan Partners Limited Partnership	$29.9M	110,277	−7,953	TRIM
92	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$29.4M	108,612	+20,223	ADD
93	BANK OF MONTREAL /CAN/	$29.0M	107,214	−12,777	TRIM
94	Carnegie Investment Counsel	$28.8M	111,899	+6,091	ADD
95	HEITMAN REAL ESTATE SECURITIES LLC	$28.2M	104,211	−66,635	TRIM
96	Lansforsakringar Fondforvaltning AB (publ)	$28.2M	104,209	+922	ADD
97	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$28.1M	103,885	+5,858	ADD
98	State of New Jersey Common Pension Fund D	$28.1M	103,842	0	NO CHANGE
99	AQR CAPITAL MANAGEMENT LLC	$26.4M	99,272	−279,000	TRIM
100	SEB Asset Management AB	$26.1M	96,358	—	NO PRIOR
101	Resona Asset Management Co.,Ltd.	$25.2M	94,547	+3,528	ADD
102	STOREBRAND ASSET MANAGEMENT AS	$24.9M	92,042	—	NO PRIOR
103	Chevy Chase Trust Holdings, LLC	$24.2M	89,334	+3,205	ADD
104	FEDERATED HERMES, INC.	$24.1M	89,062	+617	ADD
105	Hudson Bay Capital Management LP	$23.8M	87,775	+23,265	ADD
106	Cetera Investment Advisers	$23.4M	86,334	+15,134	ADD
107	STIFEL FINANCIAL CORP	$23.2M	85,676	−1,380	TRIM
108	STATE OF WISCONSIN INVESTMENT BOARD	$23.2M	85,569	−472	TRIM
109	FLPUTNAM INVESTMENT MANAGEMENT CO	$22.6M	83,609	+2,719	ADD
110	Cerity Partners LLC	$22.0M	81,311	−3,839	TRIM
111	HEARTLAND ADVISORS INC	$21.4M	78,922	−2,071	TRIM
112	VICTORY CAPITAL MANAGEMENT INC	$21.4M	78,910	+697	ADD
113	OSTERWEIS CAPITAL MANAGEMENT INC	$21.3M	78,807	+78,807	NEW
114	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$21.3M	77,101	−14,697	TRIM
115	Weil Company, Inc.	$20.6M	76,023	+13,790	ADD
116	Soapstone Management L.P.	$20.3M	75,000	0	NO CHANGE
117	DANSKE BANK A/S	$20.2M	74,423	+2,660	ADD
118	B&I Capital AG	$20.2M	74,400	+35,400	ADD
119	Mitsubishi UFJ Trust & Banking Corp	$19.9M	73,482	−1,518	TRIM
120	CIBC WORLD MARKET INC.	$19.8M	73,215	−2,918	TRIM
121	Pictet Asset Management Holding SA	$19.6M	72,411	−10,782	TRIM
122	APG Asset Management N.V.	$18.8M	80,000	−1,320	TRIM
123	ROYAL LONDON ASSET MANAGEMENT LTD	$18.7M	68,930	+5	ADD
124	TORONTO DOMINION BANK	$18.6M	68,800	−23,331	TRIM
125	Schonfeld Strategic Advisors LLC	$18.3M	67,666	+66,242	ADD
126	CIBC Bancorp USA Inc.	$18.0M	66,475	—	NO PRIOR
127	Korea Investment CORP	$17.9M	66,201	−45,650	TRIM
128	Corient Private Wealth LLC	$17.8M	65,977	−178,172	TRIM
129	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$17.3M	63,712	+23,320	ADD
130	NATIXIS	$16.4M	60,368	−82,833	TRIM
131	KLP KAPITALFORVALTNING AS	$16.2M	59,814	+3,600	ADD
132	Sumitomo Mitsui DS Asset Management Company, Ltd	$16.1M	59,618	−584	TRIM
133	IFM Investors Pty Ltd	$15.6M	57,448	+1,172	ADD
134	BNP Paribas Asset Management Holding S.A.	$14.7M	54,196	+17,015	ADD
135	NATIONAL BANK OF CANADA /FI/	$14.2M	52,532	−16,008	TRIM
136	NEOS Investment Management LLC	$14.1M	51,907	+14,021	ADD
137	COMMERCE BANK	$13.5M	49,769	−3,093	TRIM
138	Tredje AP-fonden	$13.3M	49,222	+49,222	NEW
139	UniSuper Management Pty Ltd	$12.9M	47,535	−344	TRIM
140	CREDIT AGRICOLE S A	$12.8M	47,342	−6,100	TRIM
141	FIFTH THIRD BANCORP	$12.5M	46,316	−436	TRIM
142	Metis Global Partners, LLC	$12.4M	45,878	+3,497	ADD
143	FRANKLIN RESOURCES INC	$12.3M	45,544	−7,182	TRIM
144	NISSAY ASSET MANAGEMENT CORP /JAPAN	$12.3M	45,399	+1,006	ADD
145	NISA INVESTMENT ADVISORS, LLC	$12.2M	45,024	−18,290	TRIM
146	PUBLIC SECTOR PENSION INVESTMENT BOARD	$12.2M	44,910	+4,697	ADD
147	Edge Wealth Management LLC	$12.0M	44,129	−13	TRIM
148	STATE OF MICHIGAN RETIREMENT SYSTEM	$11.8M	43,621	−100	TRIM
149	ISTHMUS PARTNERS, LLC	$11.8M	43,576	+987	ADD
150	UMB Bank, n.a.	$11.8M	43,538	+20,437	ADD
151	Arizona State Retirement System	$11.7M	43,276	−1,431	TRIM
152	Czech National Bank	$11.7M	43,018	+1,380	ADD
153	Uniplan Investment Counsel, Inc.	$11.5M	42,346	−32,459	TRIM
154	FIL Ltd	$11.5M	42,341	−14,218	TRIM
155	SCOTIA CAPITAL INC.	$11.3M	41,585	+41,585	NEW
156	Adelante Capital Management LLC	$11.2M	265,447	+24,232	ADD
157	Capital Investment Advisors, LLC	$11.1M	40,892	+2,520	ADD
158	CWA Asset Management Group, LLC	$10.8M	39,929	−1,051	TRIM
159	CIBC Asset Management Inc	$10.4M	38,571	−79,769	TRIM
160	COMMONWEALTH EQUITY SERVICES, LLC	$10.3M	37,969	−785	TRIM
161	CHILTON CAPITAL MANAGEMENT LLC	$10.2M	37,494	+2,081	ADD
162	Ensign Peak Advisors, Inc	$10.1M	37,271	−8,008	TRIM
163	BANK OF NOVA SCOTIA	$10.1M	37,245	+4,630	ADD
164	Mirae Asset Global Investments Co., Ltd.	$9.7M	35,821	+3,217	ADD
165	Federation des caisses Desjardins du Quebec	$9.6M	35,490	+17,119	ADD
166	Swiss Life Asset Management Ltd	$9.5M	35,126	+2,624	ADD
167	OLD NATIONAL BANCORP /IN/	$9.4M	34,808	+1,378	ADD
168	Baird Financial Group, Inc.	$9.2M	34,005	+34,005	NEW
169	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$9.2M	33,922	+11,307	ADD
170	Waverly Advisors, LLC	$9.2M	33,845	−359	TRIM
171	Aptus Capital Advisors, LLC	$9.1M	33,725	−1,359	TRIM
172	NORDEA INVESTMENT MANAGEMENT AB	$9.1M	34,306	+1,018	ADD
173	USS Investment Management Ltd	$9.1M	33,565	+883	ADD
174	&PARTNERS	$9.0M	33,297	+3,943	ADD
175	US BANCORP \DE\	$9.0M	33,142	−1,438	TRIM
176	DnB Asset Management AS	$8.9M	32,898	+3,023	ADD
177	Columbus Macro, LLC	$8.8M	32,451	−4,288	TRIM
178	Calamos Advisors LLC	$8.7M	31,946	0	NO CHANGE
179	XPONANCE LLC	$8.5M	31,232	+3,458	ADD
180	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$8.3M	30,621	+3,508	ADD
181	MILLENNIUM MANAGEMENT LLC	$8.3M	30,616	−215,135	TRIM
182	Seven Post Investment Office LP	$8.3M	30,497	+334	ADD
183	Wealthfront Advisers LLC	$8.0M	29,403	+6,131	ADD
184	New Age Alpha Advisors, LLC	$7.9M	29,196	+2,268	ADD
185	STEPHENS INC /AR/	$7.9M	29,094	+2,486	ADD
186	Y-Intercept (Hong Kong) Ltd	$7.9M	29,011	+13,103	ADD
187	Edgemoor Investment Advisors, Inc.	$7.8M	28,924	+259	ADD
188	ADAMS DIVERSIFIED EQUITY FUND, INC.	$7.8M	28,900	+28,900	NEW
189	Sophron Capital Management L.P.	$7.8M	28,889	−7,689	TRIM
190	EQUITABLE TRUST CO	$7.8M	28,849	−1,242	TRIM
191	OP Asset Management Ltd	$7.7M	28,417	—	NO PRIOR
192	ProShare Advisors LLC	$7.7M	28,280	−6,882	TRIM
193	OSAIC HOLDINGS, INC.	$7.6M	28,124	−1,866	TRIM
194	GUGGENHEIM CAPITAL LLC	$7.6M	27,892	+1,564	ADD
195	FIDUCIARY TRUST CO	$7.5M	27,737	−3,005	TRIM
196	Dakota Wealth Management	$7.4M	27,158	+22,531	ADD
197	SHEETS SMITH WEALTH MANAGEMENT	$7.3M	26,810	−35	TRIM
198	Creative Planning	$7.1M	26,146	+2,279	ADD
199	VOYA INVESTMENT MANAGEMENT LLC	$7.0M	25,935	+18	ADD
200	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$7.0M	25,918	0	NO CHANGE
201	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.0M	25,849	−14,852	TRIM
202	Utah Retirement Systems	$7.0M	25,673	−387	TRIM
203	GSI Capital Advisors LLC	$6.6M	24,435	+24,435	NEW
204	TOMPKINS FINANCIAL CORP	$6.6M	24,358	+721	ADD
205	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.4M	23,489	+611	ADD
206	Eastover Investment Advisors LLC	$6.2M	22,952	+539	ADD
207	Rakuten Investment Management, Inc.	$6.2M	23,440	+2,667	ADD
208	TRUIST FINANCIAL CORP	$6.2M	22,739	+679	ADD
209	NOMURA HOLDINGS INC	$6.1M	22,664	−2,266	TRIM
210	Andra AP-fonden	$6.1M	22,630	−20,690	TRIM
211	MERCER GLOBAL ADVISORS INC /ADV	$6.0M	22,184	−10,722	TRIM
212	Ellsworth Advisors, LLC	$5.9M	21,946	+3,957	ADD
213	ADVOCATE GROUP LLC	$5.9M	21,872	+1,553	ADD
214	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.9M	21,763	−6,210	TRIM
215	MACKENZIE FINANCIAL CORP	$5.9M	21,619	+1,667	ADD
216	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.8M	21,555	−9,839	TRIM
217	Tidal Investments LLC	$5.8M	21,519	+10,273	ADD
218	Candriam S.C.A.	$5.7M	21,056	−276	TRIM
219	Masterton Capital Management, LP	$5.4M	19,994	−31,988	TRIM
220	M&T BANK CORP	$5.3M	19,587	−60	TRIM
221	Trajan Wealth LLC	$5.3M	19,446	+1,711	ADD
222	Rockefeller Capital Management L.P.	$5.3M	19,386	−1,034	TRIM
223	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.1M	19,057	+3,334	ADD
224	Sequoia Financial Advisors, LLC	$5.1M	18,731	+2,129	ADD
225	Osmosis Investment Management UK Ltd	$5.1M	18,703	+4,057	ADD
226	Te Ahumairangi Investment Management Ltd	$5.0M	18,406	−200	TRIM
227	Baker Ellis Asset Management LLC	$4.9M	18,212	+550	ADD
228	Kestra Advisory Services, LLC	$4.9M	18,109	−14,639	TRIM
229	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.9M	18,101	+56	ADD
230	Edgestream Partners, L.P.	$4.7M	17,349	−16,533	TRIM
231	MAI Capital Management	$4.7M	17,216	+574	ADD
232	Sanctuary Advisors, LLC	$4.7M	17,216	+1,402	ADD
233	Investment Management Corp of Ontario	$4.6M	17,016	+600	ADD
234	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.6M	16,800	−155	TRIM
235	Norinchukin Bank, The	$4.5M	16,785	−198	TRIM
236	BANK OF NOVA SCOTIA TRUST CO	$4.5M	16,669	+16,669	NEW
237	Advisors Asset Management, Inc.	$4.5M	16,649	+2,308	ADD
238	CWM, LLC	$4.5M	16,511	−3,551	TRIM
239	1834 INVESTMENT ADVISORS CO	$4.4M	16,402	+1,195	ADD
240	Vinva Investment Management Ltd	$4.3M	16,102	−1,656	TRIM
241	Northwest Bancshares, Inc.	$4.2M	15,366	+241	ADD
242	Siemens Fonds Invest GmbH	$4.1M	15,006	−137	TRIM
243	NewEdge Advisors, LLC	$4.1M	14,999	+14,999	NEW
244	Focus Partners Wealth	$4.0M	14,787	−6,831	TRIM
245	Rafferty Asset Management, LLC	$4.0M	14,717	−5,480	TRIM
246	SGL Investment Advisors, Inc.	$4.0M	12,778	−496	TRIM
247	D.A. DAVIDSON & CO.	$4.0M	14,655	−93	TRIM
248	Stablepoint Partners, LLC	$4.0M	14,588	+14,588	NEW
249	Third View Private Wealth, LLC	$3.9M	14,532	+2,026	ADD
250	Steward Partners Investment Advisory, LLC	$3.9M	14,451	+1,720	ADD
251	Avanza Fonder AB	$3.9M	14,292	−335	TRIM
252	Vanguard Personalized Indexing Management, LLC	$3.9M	14,261	+2,009	ADD
253	TWO SIGMA INVESTMENTS, LP	$3.7M	13,680	+13,680	NEW
254	Ethic Inc.	$3.6M	13,411	−202	TRIM
255	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$3.6M	13,330	0	NO CHANGE
256	BENJAMIN EDWARDS INC	$3.6M	13,234	+972	ADD
257	FULLER & THALER ASSET MANAGEMENT, INC.	$3.5M	13,078	−12,160	TRIM
258	SummitTX Capital, L.P.	$3.4M	12,710	+12,710	NEW
259	Verition Fund Management LLC	$3.4M	12,476	+7,766	ADD
260	Squarepoint Ops LLC	$3.4M	12,444	−5,988	TRIM
261	Eurizon Capital SGR S.p.A.	$3.3M	12,172	−4,903	TRIM
262	EXENCIAL WEALTH ADVISORS, LLC	$3.2M	11,865	−226	TRIM
263	Naviter Wealth, LLC	$3.0M	11,147	+1,297	ADD
264	First Nebraska Trust Co	$3.0M	11,012	—	NO PRIOR
265	Capital Investment Counsel, LLC	$2.9M	10,816	+378	ADD
266	Beacon Pointe Advisors, LLC	$2.9M	10,717	+877	ADD
267	MML INVESTORS SERVICES, LLC	$2.9M	10,609	−1,478	TRIM
268	Bragg Financial Advisors, Inc	$2.9M	10,587	+8,437	ADD
269	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	$2.8M	10,343	+253	ADD
270	Inspire Investing, LLC	$2.8M	10,323	+8,217	ADD
271	Private Capital Management, LLC	$2.8M	10,200	+5,700	ADD
272	Crossmark Global Holdings, Inc.	$2.7M	9,997	—	NO PRIOR
273	PEAK6 LLC	$2.7M	9,893	−17,863	TRIM
274	KEYBANK NATIONAL ASSOCIATION/OH	$2.7M	9,850	+288	ADD
275	SIGMA INVESTMENT COUNSELORS INC	$2.6M	9,552	−590	TRIM
276	MIZUHO SECURITIES USA LLC	$2.6M	9,549	−1,949	TRIM
277	INTECH INVESTMENT MANAGEMENT LLC	$2.5M	9,322	−4,574	TRIM
278	XTX Topco Ltd	$2.5M	9,312	−10,003	TRIM
279	Equitable Holdings, Inc.	$2.5M	9,349	+6,572	ADD
280	Sowell Financial Services LLC	$2.5M	9,103	+484	ADD
281	Vident Advisory, LLC	$2.5M	9,049	+946	ADD
282	Graham Capital Management, L.P.	$2.4M	9,043	+7,359	ADD
283	Systematic Alpha Investments, LLC	$2.4M	9,030	0	NO CHANGE
284	Allworth Financial LP	$2.4M	9,021	−296	TRIM
285	FOUNDERS FINANCIAL SECURITIES LLC	$2.4M	8,279	−150	TRIM
286	ONTARIO TEACHERS PENSION PLAN BOARD	$2.4M	8,925	−24,038	TRIM
287	Jefferies Financial Group Inc.	$2.4M	8,875	+7,893	ADD
288	DRW Securities, LLC	$2.4M	8,706	+7,548	ADD
289	OPPENHEIMER ASSET MANAGEMENT INC.	$2.3M	8,667	+1,703	ADD
290	ABN AMRO INVESTMENT SOLUTIONS	$2.3M	8,623	+836	ADD
291	Dynamic Advisor Solutions LLC	$2.3M	8,535	+599	ADD
292	Weaver Capital Management LLC	$2.3M	8,424	+2,118	ADD
293	Pathstone Holdings, LLC	$2.3M	8,351	−194	TRIM
294	Presima Securities ULC	$2.2M	8,298	0	NO CHANGE
295	DoubleLine ETF Adviser LP	$2.2M	8,195	−2,030	TRIM
296	Capital Management Associates, Inc	$2.2M	8,093	+173	ADD
297	Spartan Wealth Advisory Services LLC	$2.2M	7,946	—	NO PRIOR
298	AG2R LA MONDIALE GESTION D'ACTIFS	$2.1M	7,929	−71	TRIM
299	Pure Financial Advisors, LLC	$2.1M	7,907	−57	TRIM
300	Vanderbilt University	$2.1M	7,857	−2,702	TRIM
301	Maryland State Retirement & Pension System	$2.1M	7,822	0	NO CHANGE
302	BLI - Banque de Luxembourg Investments	$2.1M	8,200	+8,200	NEW
303	Johnson Financial Group, Inc.	$2.1M	7,639	+873	ADD
304	REGATTA CAPITAL GROUP, LLC	$2.1M	7,601	+608	ADD
305	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.0M	7,526	+3,155	ADD
306	Mediolanum International Funds Ltd	$2.0M	7,684	−5,878	TRIM
307	CHATHAM CAPITAL GROUP, INC.	$2.0M	7,518	+630	ADD
308	Allspring Global Investments Holdings, LLC	$2.0M	7,366	−22,426	TRIM
309	Summit Trail Advisors, LLC	$2.0M	7,474	+935	ADD
310	OMERS ADMINISTRATION Corp	$2.0M	7,382	+1,689	ADD
311	LMR Partners LLP	$2.0M	7,378	+7,378	NEW
312	Generali Investments CEE, investicni spolecnost, a.s.	$2.0M	7,350	0	NO CHANGE
313	LBP AM SA	$2.0M	7,241	+7,241	NEW
314	Zimmer Partners, LP	$2.0M	7,200	+7,200	NEW
315	Columbia Bank	$1.9M	7,082	−81	TRIM
316	LDR Capital Management LLC	$1.9M	6,881	+2,575	ADD
317	Fideuram Asset Management (Ireland) dac	$1.9M	6,377	−760	TRIM
318	Werlinich Asset Management, LLC	$1.8M	6,612	−475	TRIM
319	Orion Porfolio Solutions, LLC	$1.8M	6,572	−513	TRIM
320	Tower Research Capital LLC (TRC)	$1.8M	6,515	+4,077	ADD
321	MUFG Securities EMEA plc	$1.8M	6,481	0	NO CHANGE
322	ALLEN WEALTH MANAGEMENT, LLC	$1.7M	6,417	+537	ADD
323	Sawyer & Company, Inc	$1.7M	6,301	−191	TRIM
324	GeoWealth Management, LLC	$1.7M	6,278	−414	TRIM
325	Texas Yale Capital Corp.	$1.7M	6,260	−110	TRIM
326	Ramirez Asset Management, Inc.	$1.7M	6,249	+310	ADD
327	Woodline Partners LP	$1.7M	6,159	+3,271	ADD
328	Independent Advisor Alliance	$1.7M	6,110	−810	TRIM
329	Jain Global LLC	$1.6M	6,090	+6,090	NEW
330	Concurrent Investment Advisors, LLC	$1.6M	5,948	−634	TRIM
331	Capital Group Private Client Services, Inc.	$1.6M	5,914	+990	ADD
332	Saudi Central Bank	$1.6M	5,829	+5,829	NEW
333	BROWN ADVISORY INC	$1.6M	5,804	−35	TRIM
334	Merit Financial Group, LLC	$1.6M	5,792	−277	TRIM
335	Drucker Wealth 3.0, LLC	$1.6M	5,744	+69	ADD
336	Empowered Funds, LLC	$1.5M	5,570	−93	TRIM
337	Ashton Thomas Private Wealth, LLC	$1.5M	5,542	+5,542	NEW
338	NAPLES GLOBAL ADVISORS, LLC	$1.5M	5,467	+630	ADD
339	Plato Investment Management Ltd	$1.5M	5,458	−19	TRIM
340	Triton Financial Group Inc	$1.5M	5,569	+2,746	ADD
341	E. Ohman J:or Asset Management AB	$1.5M	5,443	−350	TRIM
342	AZZAD ASSET MANAGEMENT INC /ADV	$1.5M	5,358	+39	ADD
343	Columbia Asset Management	$1.5M	5,356	−117	TRIM
344	Clare Market Investments LLC	$1.4M	5,321	—	NO PRIOR
345	Banque Cantonale Vaudoise	$1.4M	5,291	+1,651	ADD
346	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.4M	5,251	−40	TRIM
347	Atria Investments, Inc	$1.4M	5,225	+1,153	ADD
348	KORNITZER CAPITAL MANAGEMENT INC /KS	$1.4M	5,200	0	NO CHANGE
349	CSS LLC/IL	$1.4M	5,100	+80	ADD
350	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.4M	5,053	+7	ADD
351	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.4M	5,023	−34,448	TRIM
352	Westerkirk Capital Inc.	$1.4M	5,014	+212	ADD
353	HANCOCK WHITNEY CORP	$1.4M	4,476	−49	TRIM
354	ASR Vermogensbeheer N.V.	$1.3M	4,971	+29	ADD
355	ABSHER WEALTH MANAGEMENT, LLC	$1.3M	4,951	+1,292	ADD
356	Arax Advisory Partners	$1.3M	4,922	+3,212	ADD
357	MGO ONE SEVEN LLC	$1.3M	4,889	−3,875	TRIM
358	BANQUE PICTET & CIE SA	$1.3M	4,888	+4,888	NEW
359	Brooklyn Investment Group	$1.3M	4,886	+2,570	ADD
360	J. Safra Sarasin Holding AG	$1.3M	4,850	+3,373	ADD
361	OSSIAM	$1.3M	4,786	+1,053	ADD
362	JPL Wealth Management, LLC	$1.3M	4,768	−83	TRIM
363	FIRST MANHATTAN CO. LLC.	$1.3M	4,744	0	NO CHANGE
364	STANSBERRY ASSET MANAGEMENT, LLC	$1.3M	4,724	+191	ADD
365	Hennion & Walsh Asset Management, Inc.	$1.3M	4,724	+56	ADD
366	Apollon Wealth Management, LLC	$1.2M	4,592	−437	TRIM
367	North Dakota State Investment Board	$1.2M	4,575	−841	TRIM
368	OPPENHEIMER & CO INC	$1.2M	4,554	−3,713	TRIM
369	ARBOR CAPITAL MANAGEMENT INC /ADV	$1.2M	4,279	−243	TRIM
370	XML Financial, LLC	$1.2M	4,496	−1,630	TRIM
371	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.2M	4,490	+4,490	NEW
372	COHEN & STEERS, INC.	$1.2M	4,409,277	+415,654	ADD
373	MUFG SECURITIES AMERICAS INC.	$1.2M	4,371	+116	ADD
374	WBH ADVISORY INC	$1.2M	4,256	0	NO CHANGE
375	ICW Investment Advisors LLC	$1.2M	4,319	+64	ADD
376	J.W. COLE ADVISORS, INC.	$1.2M	4,317	+407	ADD
377	SECURIAN ASSET MANAGEMENT, INC	$1.2M	4,294	0	NO CHANGE
378	DOLIVER ADVISORS, LP	$1.1M	4,182	+53	ADD
379	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	4,145	+4,145	NEW
380	AlphaCore Capital LLC	$1.1M	4,108	+570	ADD
381	Bangor Savings Bank	$1.1M	4,104	−7	TRIM
382	Rodgers Brothers Inc.	$1.1M	4,075	+200	ADD
383	Haverford Trust Co	$1.1M	4,064	0	NO CHANGE
384	Robertson Stephens Wealth Management, LLC	$1.1M	4,045	+12	ADD
385	MOODY LYNN LIEBERSON & WALKER, LLC	$1.1M	4,000	0	NO CHANGE
386	Private Advisor Group, LLC	$1.1M	3,987	−1,084	TRIM
387	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.1M	3,655	+2,693	ADD
388	Global Wealth Management Investment Advisory, Inc.	$1.1M	3,965	+125	ADD
389	Moran Wealth Management, LLC	$1.1M	3,952	−1,878	TRIM
390	Ascent Wealth Partners, LLC	$1.1M	3,912	+259	ADD
391	Sage Capital Management, LLC	$1.0M	3,828	−172	TRIM
392	RD Lewis Holdings, Inc.	$1.0M	3,526	−430	TRIM
393	RB Capital Management, LLC	$1.0M	3,809	−130	TRIM
394	Northwest & Ethical Investments L.P.	$1.0M	3,761	0	NO CHANGE
395	Summit Financial, LLC	$1.0M	3,734	+2,198	ADD
396	Segment Wealth Management, LLC	$1.0M	3,711	+81	ADD
397	Hardworking Capital Advisors, LLC	$1.0M	3,696	+8	ADD
398	ASSETMARK, INC	$990K	3,654	+303	ADD
399	ROGCO, LP	$986K	3,640	−8	TRIM
400	Diligent Investors, LLC	$971K	3,584	+3	ADD
401	QUADRANT CAPITAL GROUP LLC	$965K	3,562	+1,560	ADD
402	Pavion Blue Capital, LLC	$962K	3,551	+763	ADD
403	NOVEM GROUP	$949K	3,503	+147	ADD
404	TWO SIGMA SECURITIES, LLC	$946K	3,492	+3,492	NEW
405	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	$922K	3,405	+100	ADD
406	EP Wealth Advisors, LLC	$922K	3,403	−280	TRIM
407	Dai-ichi Life Insurance Company, Ltd	$921K	3,399	−171	TRIM
408	Michels Family Financial, LLC	$921K	3,399	0	NO CHANGE
409	Wealthspire Advisors, LLC	$919K	3,393	−476	TRIM
410	ROMANO BROTHERS AND COMPANY	$906K	3,344	+200	ADD
411	Savant Capital, LLC	$896K	3,309	+539	ADD
412	GTS SECURITIES LLC	$892K	3,292	+1,764	ADD
413	Avidian Wealth Enterprises, LLC	$888K	3,278	+356	ADD
414	MONETA GROUP INVESTMENT ADVISORS LLC	$883K	3,260	+83	ADD
415	Hummer Financial Advisory Services Inc	$879K	3,244	0	NO CHANGE
416	Pekin Hardy Strauss, Inc.	$876K	3,233	−8	TRIM
417	Blueshift Asset Management, LLC	$867K	3,199	+3,199	NEW
418	WADDELL & ASSOCIATES, LLC	$852K	3,146	+99	ADD
419	Family Legacy, Inc.	$852K	3,145	−111	TRIM
420	Assenagon Asset Management S.A.	$852K	3,144	0	NO CHANGE
421	Marshall Financial Group, LLC	$846K	3,122	+57	ADD
422	Caprock Group, LLC	$837K	3,090	+556	ADD
423	GUIDANCE CAPITAL, INC	$828K	2,771	+53	ADD
424	Procyon Advisors, LLC	$820K	3,027	−12	TRIM
425	AXXCESS WEALTH MANAGEMENT, LLC	$818K	3,019	+75	ADD
426	Bridgewater Associates, LP	$803K	2,965	+2,191	ADD
427	CHESAPEAKE CAPITAL CORP /IL/	$801K	2,956	+2,956	NEW
428	BAKER TILLY WEALTH MANAGEMENT, LLC	$799K	2,950	+288	ADD
429	HB Wealth Management, LLC	$795K	2,936	+533	ADD
430	Generation Capital Management LLC	$793K	2,928	0	NO CHANGE
431	CONNING INC.	$785K	2,898	−108	TRIM
432	Harvest Portfolios Group Inc.	$783K	2,890	−2,350	TRIM
433	Flavin Financial Services, Inc.	$778K	2,871	+162	ADD
434	SIMPLEX TRADING, LLC	$762K	2,813	+1,371	ADD
435	Meeder Advisory Services, Inc.	$757K	2,794	+44	ADD
436	Integrated Advisors Network LLC	$755K	2,786	+50	ADD
437	ELEVATION POINT WEALTH PARTNERS, LLC	$747K	2,759	+230	ADD
438	Snowden Capital Advisors LLC	$744K	2,746	−137	TRIM
439	Dynamic Technology Lab Private Ltd	$738K	2,724	−1,877	TRIM
440	Hendershot Investments Inc.	$733K	2,707	−58	TRIM
441	Vestmark Advisory Solutions, Inc.	$730K	2,695	−1,020	TRIM
442	NorthRock Partners, LLC	$728K	2,688	+1,413	ADD
443	Inspire Advisors, LLC	$721K	2,662	+104	ADD
444	GLENMEDE TRUST CO NA	$720K	2,659	+130	ADD
445	InTrack Investment Management Inc	$692K	2,553	−26	TRIM
446	BLAIR WILLIAM & CO/IL	$690K	2,546	+146	ADD
447	DAVENPORT & Co LLC	$678K	2,503	−90	TRIM
448	Mariner, LLC	$674K	2,491	−24,270	TRIM
449	MISSION WEALTH MANAGEMENT, LP	$674K	2,489	−421	TRIM
450	ELEVATION WEALTH PARTNERS, LLC	$664K	2,452	+15	ADD
451	Mutual Advisors, LLC	$662K	2,442	+287	ADD
452	Savvy Advisors, Inc.	$659K	2,433	+476	ADD
453	Morningstar Investment Management LLC	$658K	2,430	+984	ADD
454	SILVERLAKE WEALTH MANAGEMENT LLC	$655K	2,418	−98	TRIM
455	Sterling Investment Advisors, Ltd.	$651K	2,403	+2,403	NEW
456	Loudon Investment Management, LLC	$650K	2,400	0	NO CHANGE
457	Werba Rubin Papier Wealth Management	$639K	2,359	+16	ADD
458	BALYASNY ASSET MANAGEMENT L.P.	$639K	2,358	−68,818	TRIM
459	TEMA ETFS LLC	$637K	2,353	+7	ADD
460	PLIMOTH TRUST CO LLC	$635K	2,345	0	NO CHANGE
461	Horst & Graben Wealth Management LLC	$624K	2,042	+11	ADD
462	Prestige Wealth Management Group LLC	$615K	2,269	+2,194	ADD
463	COLDSTREAM CAPITAL MANAGEMENT INC	$611K	2,256	−16	TRIM
464	Jacobi Capital Management LLC	$608K	2,243	+1	ADD
465	Pinnacle Financial Partners, Inc.	$605K	2,232	+76	ADD
466	WHITENER CAPITAL MANAGEMENT, INC.	$604K	2,231	+108	ADD
467	PRINCIPAL SECURITIES, INC.	$598K	2,208	−82	TRIM
468	EVERGREEN CAPITAL MANAGEMENT LLC	$592K	2,186	+835	ADD
469	Hartford Funds Management Co LLC	$592K	2,184	+470	ADD
470	Meiji Yasuda Asset Management Co Ltd.	$590K	2,179	−36	TRIM
471	Biltmore Wealth Management, LLC	$589K	2,173	+43	ADD
472	Vanguard National Trust Co	$586K	2,163	—	NO PRIOR
473	GREAT VALLEY ADVISOR GROUP, INC.	$581K	2,144	−757	TRIM
474	Generali Investments, Management Co LLC	$581K	2,144	−1,581	TRIM
475	WINEBRENNER CAPITAL MANAGEMENT LLC	$579K	2,138	+4	ADD
476	CHOREO, LLC	$579K	2,136	+111	ADD
477	Lido Advisors, LLC	$578K	2,133	−1,974	TRIM
478	Gallacher Capital Management LLC	$578K	2,135	+2,135	NEW
479	Checchi Capital Advisers, LLC	$575K	2,124	+20	ADD
480	HOHIMER WEALTH MANAGEMENT, LLC	$574K	2,118	+432	ADD
481	RITHOLTZ WEALTH MANAGEMENT	$570K	2,105	−380	TRIM
482	SIGNET FINANCIAL MANAGEMENT, LLC	$569K	2,100	+246	ADD
483	Retirement Planning Co of New England, Inc.	$568K	2,099	+13	ADD
484	Vontobel Holding Ltd.	$568K	2,097	0	NO CHANGE
485	Callan Family Office, LLC	$566K	2,089	−302	TRIM
486	FOUNDATIONS INVESTMENT ADVISORS, LLC	$564K	2,082	−405	TRIM
487	Formidable Asset Management, LLC	$559K	2,063	−819	TRIM
488	PRUDENTIAL PLC	$551K	2,035	−8,077	TRIM
489	Berkeley Capital Partners, LLC	$549K	2,028	+24	ADD
490	One Capital Management, LLC	$547K	2,021	−176	TRIM
491	INDEPENDENT FINANCIAL GROUP, LLC	$547K	2,021	—	NO PRIOR
492	HUB Investment Partners, LLC	$538K	1,987	+6	ADD
493	Shum Financial Group, Inc.	$533K	1,966	−12	TRIM
494	Chesapeake Wealth Management	$530K	1,955	−6	TRIM
495	Krane Funds Advisors LLC	$525K	1,865	+307	ADD
496	IVC Wealth Advisors LLC	$517K	1,910	−13	TRIM
497	VISION FINANCIAL MARKETS LLC	$515K	1,900	+1,900	NEW
498	111 Capital	$515K	1,900	+872	ADD
499	Strategic Financial Services, Inc.	$513K	1,895	—	NO PRIOR
500	PROFUND ADVISORS LLC	$513K	1,894	−763	TRIM

Truncated by Public Filings. Top 500 of 859 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PSA

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $39.4M held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PUBLIC STORAGE

Merged timeline of congressional filings and notable-manager moves on PSA
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+5,852 sh
2026-05-15	Bridgewater Associates 13F	ADD	+2,191 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.