Public Storage (psa 4.625 Perp L)Preferred / convertible

13F holders, Q3 2024 (September 30)
5holders +1
1new positions
0sold out
$21.92avg. 13F price*

At the end of Q3 2024, 5 institutions reported holding Public Storage (psa 4.625 Perp L) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Crossmark Global Holdings, Inc. ($6.0M), First Merchants Corp. ($374K) and Byrne Asset Management LLC ($132K).

Company
Public Storage (psa 4.625 Perp L)
Filed as
PUB STOR PFD 4.625 (Q3 2024)
CUSIP
74460W552
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$4K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 4,160 shares bought and 2,008 shares sold, net +2,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Crossmark Global Holdings, Inc. — Add +1.5% 273,289 $6.0M
First Merchants Corp. — No change 17,000 $374K
Byrne Asset Management LLC — Reduce -25.0% 6,000 $132K
PNC Financial Services Group, Inc. — Reduce -0.9% 852 $19K
ORG Partners LLC — New 200 $4K

"% of holder's portfolio" is PUBLIC STORAGE (PSA 4.625 PERP L)'s weight in each manager's 13F, not the share of Public Storage (psa 4.625 Perp L) the manager owns.