# PUBLIC STORAGE (PSA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PSA/

- Reporting holders: 44
- Reported value: $35.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $6.8M | 24,082 | 0.5% | 28 |
| [Eastover Investment Advisors LLC](https://holderbook.com/funds/1472800-eastover-investment-advisors-llc/) | $6.7M | 23,812 | 2.6% | 13 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $5.0M | 17,682 | 0.2% | 1 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $1.9M | 6,612 | 0.7% | 13 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $1.2M | 4,066 | 0.3% | 15 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.1M | 3,845 | 0.1% | 30 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $988.7K | 3,496 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $935.9K | 3,309 | 0.0% | 20 |
| [Hummer Financial Advisory Services Inc](https://holderbook.com/funds/1802279-hummer-financial-advisory-services-inc/) | $927.3K | 3,244 | 0.6% | 28 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $787.0K | 2,782 | 0.2% | 14 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $775.3K | 2,741 | 0.0% | 12 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $721.0K | 2,549 | 0.2% | 12 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $699.5K | 2,473 | 0.1% | 19 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $640.6K | 2,265 | 0.0% | 9 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $616.5K | 2,180 | 0.2% | 16 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $612.6K | 2,166 | 0.2% | 26 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $603.6K | 2,134 | 0.4% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $537.4K | 1,900 | 0.0% | 23 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $399.3K | 1,412 | 0.2% | 3 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $363.7K | 1,286 | 0.4% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $309.1K | 1,093 | 0.1% | 30 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $295.7K | 1,046 | 0.1% | 20 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $279.6K | 989 | 0.0% | 2 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $276.8K | 979 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $271.3K | 962 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 44 | $35.2M |
| Q2 2026 | 1,130 | $53.4B |
| Q1 2026 | 1,093 | $39.8B |
| Q4 2025 | 1,117 | $37.4B |
| Q3 2025 | 1,128 | $40.6B |
| Q2 2025 | 1,154 | $41.7B |
| Q1 2025 | 1,153 | $42.2B |
| Q4 2024 | 1,137 | $42.6B |
| Q3 2024 | 1,136 | $53.4B |
| Q2 2024 | 1,071 | $40.7B |
| Q1 2024 | 1,070 | $42.8B |
| Q4 2023 | 1,067 | $43.8B |