Filing Research | PSA - PUBLIC STORAGE Institutional Holdings

Snapshot holdings

50 / 290 loaded

#		Instrument	quantity
1	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	438.8KSH	$139.7M
2	Perpetual Ltd	Shares	161.5KSH	$51.4M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	152.9KSH	$48.7M
4	Swedbank AB	Shares	147.6KSH	$47.0M
5	Rathbones Group PLC	Shares	65.6KSH	$20.9M
6	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	62.0KSH	$19.7M
7	IFM Investors Pty Ltd	Shares	60.4KSH	$19.2M
8	Czech National Bank	Shares	45.0KSH	$14.3M
9	Edge Wealth Management LLC	Shares	44.2KSH	$14.1M
10	ISTHMUS PARTNERS, LLC	Shares	43.0KSH	$13.7M
11	CWA Asset Management Group, LLC	Shares	40.0KSH	$12.7M
12	Mirae Asset Global Investments Co., Ltd.	Shares	37.8KSH	$12.0M
13	OLD NATIONAL BANCORP /IN/	Shares	36.9KSH	$11.7M
14	Columbus Macro, LLC	Shares	33.8KSH	$10.8M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.4KSH	$9.1M
16	EQUITABLE TRUST CO	Shares	28.4KSH	$9.0M
17	PensionDanmark Pensionsforsikringsaktieselskab	Shares	26.6KSH	$8.5M
18	SHEETS SMITH WEALTH MANAGEMENT	Shares	26.6KSH	$8.5M
19	Franklin, Parlapiano, Turner & Welch, LLC	Shares	26.6KSH	$8.5M
20	TOMPKINS FINANCIAL CORP	Shares	24.0KSH	$7.6M
21	Police & Firemen's Retirement System of New Jersey	Shares	23.8KSH	$7.6M
22	ADVOCATE GROUP LLC	Shares	23.5KSH	$7.5M
23	Eastover Investment Advisors LLC	Shares	23.4KSH	$7.5M
24	Ellsworth Advisors, LLC	Shares	23.3KSH	$7.3M
25	ASR Vermogensbeheer N.V.	Shares	22.8KSH	$7.3M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.7KSH	$7.2M
27	Sequoia Financial Advisors, LLC	Shares	18.9KSH	$6.0M
28	Baker Ellis Asset Management LLC	Shares	17.8KSH	$5.7M
29	BENJAMIN EDWARDS INC	Shares	16.6KSH	$5.3M
30	Stablepoint Partners, LLC	Shares	14.7KSH	$4.7M
31	Avanza Fonder AB	Shares	14.6KSH	$4.6M
32	D.A. DAVIDSON & CO.	Shares	14.4KSH	$4.6M
33	Capital Investment Counsel, LLC	Shares	11.1KSH	$3.5M
34	Vanderbilt University	Shares	10.8KSH	$3.4M
35	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	10.5KSH	$3.4M
36	ABN AMRO INVESTMENT SOLUTIONS	Shares	9.8KSH	$3.1M
37	Crossmark Global Holdings, Inc.	Shares	9.7KSH	$3.1M
38	Dynamic Advisor Solutions LLC	Shares	9.5KSH	$3.0M
39	Sowell Financial Services LLC	Shares	9.4KSH	$3.0M
40	Capital Management Associates, Inc	Shares	9.1KSH	$2.9M
41	HARTFORD INVESTMENT MANAGEMENT CO	Shares	8.7KSH	$2.8M
42	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	8.4KSH	$2.7M
43	MIZUHO SECURITIES USA LLC	Shares	9.5KSH	$2.6M
44	Louisiana State Employees Retirement System	Shares	8.1KSH	$2.6M
45	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	7.9KSH	$2.5M
46	Fideuram Asset Management (Ireland) dac	Shares	7.9KSH	$2.5M
47	Columbia Bank	Shares	7.6KSH	$2.4M
48	CHATHAM CAPITAL GROUP, INC.	Shares	7.4KSH	$2.4M
49	Generali Investments CEE, investicni spolecnost, a.s.	Shares	7.3KSH	$2.3M
50	Confluence Wealth Services, Inc.	Shares	6.7KSH	$2.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 317 loaded

#		Instrument
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+44.3K	+$19.3M	$48.7M
2	Perpetual Ltd added	Shares	+4.2K	+$8.8M	$51.4M
3	ASR Vermogensbeheer N.V. added	Shares	+17.9K	+$5.9M	$7.3M
4	MONTRUSCO BOLTON INVESTMENTS INC. trimmed	Shares	-79.5K	+$3.9M	$139.7M
5	IFM Investors Pty Ltd added	Shares	+3.0K	+$3.7M	$19.2M
6	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+2.4K	+$3.6M	$19.7M
7	Czech National Bank added	Shares	+2.0K	+$2.7M	$14.3M
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.0K	+$2.3M	$12.0M
9	OLD NATIONAL BANCORP /IN/ added	Shares	+2.1K	+$2.3M	$11.7M
10	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.6K	+$2.2M	$8.5M
11	Edge Wealth Management LLC added	Shares	+67	+$2.1M	$14.1M
12	Columbus Macro, LLC added	Shares	+1.4K	+$2.0M	$10.8M
13	CWA Asset Management Group, LLC added	Shares	+39	+$1.9M	$12.7M
14	ISTHMUS PARTNERS, LLC trimmed	Shares	-545	+$1.9M	$13.7M
15	BENJAMIN EDWARDS INC added	Shares	+3.3K	+$1.7M	$5.3M
16	Confluence Wealth Services, Inc. added	Shares	+5.1K	+$1.7M	$2.1M
17	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$1.6M	$1.8M
18	ADVOCATE GROUP LLC added	Shares	+1.7K	+$1.6M	$7.5M
19	Swedbank AB trimmed	Shares	-20.2K	+$1.5M	$47.0M
20	Ellsworth Advisors, LLC added	Shares	+1.4K	+$1.4M	$7.3M
21	Prospera Financial Services Inc added	Shares	+4.1K	+$1.4M	$1.6M
22	Vanderbilt University added	Shares	+2.9K	+$1.3M	$3.4M
23	Eastover Investment Advisors LLC added	Shares	+464	+$1.2M	$7.5M
24	EQUITABLE TRUST CO trimmed	Shares	-433	+$1.2M	$9.0M
25	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-200	+$1.2M	$8.5M
26	TOMPKINS FINANCIAL CORP trimmed	Shares	-336	+$1.0M	$7.6M
27	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-520	+$988.3K	$7.6M
28	Sequoia Financial Advisors, LLC added	Shares	+183	+$946.5K	$6.0M
29	Asset Advisory Group, Inc. new	Shares	+2.7K	+$862.2K	$862.2K
30	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.2K	+$790.6K	$3.1M
31	Avanza Fonder AB added	Shares	+270	+$763.8K	$4.6M
32	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.2K	+$752.2K	$7.2M
33	Baker Ellis Asset Management LLC trimmed	Shares	-380	+$742.9K	$5.7M
34	Stablepoint Partners, LLC added	Shares	+157	+$742.0K	$4.7M
35	Capital Management Associates, Inc added	Shares	+1.1K	+$719.0K	$2.9M
36	Dynamic Advisor Solutions LLC added	Shares	+942	+$704.8K	$3.0M
37	Fideuram Asset Management (Ireland) dac added	Shares	+1.5K	+$625.6K	$2.5M
38	D.A. DAVIDSON & CO. trimmed	Shares	-218	+$625.5K	$4.6M
39	Capital Investment Counsel, LLC added	Shares	+252	+$593.2K	$3.5M
40	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+204	+$555.6K	$3.4M
41	Sowell Financial Services LLC added	Shares	+270	+$517.8K	$3.0M
42	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+434	+$514.2K	$2.7M
43	Columbia Bank added	Shares	+537	+$506.8K	$2.4M
44	Louisiana State Employees Retirement System added	Shares	+100	+$411.3K	$2.6M
45	Curated Wealth Partners LLC new	Shares	+5.6K	+$403.0K	$403.0K
46	Intrua Financial, LLC new	Shares	+1.3K	+$402.2K	$402.2K
47	Crossmark Global Holdings, Inc. trimmed	Shares	-256	+$392.7K	$3.1M
48	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$375.9K	$2.5M
49	Merit Financial Group, LLC added	Shares	+264	+$359.2K	$1.9M
50	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	+$348.6K	$2.3M

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