PSA · Public Storage · Held by Funds
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of PSA by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 23.90% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 4.66% | 8,180,118 |
| Index ETFs | 19.25% | 33,798,559 |
| Active ETFs | 0.64% | 1,118,834 |
| Active funds | 14.28% | 25,075,870 |
| Unclassified | 1.19% | 2,089,566 |
| All registered funds | 40.01% | 70,262,947 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding PSA
875 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 6,379,564 | $2,068,063,262 | 2.83% | Long | 2026-07-31 | |
| Washington Mutual Investors Fund | — | 5,169,211 | $1,675,703,130 | 0.77% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 5,016,110 | $1,596,677,974 | 0.07% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 4,095,146 | $1,303,525,923 | 0.08% | Long | 2026-06-30 | |
| VANGUARD MID-CAP INDEX FUND | — | 3,423,313 | $1,089,674,761 | 0.49% | Long | 2026-06-30 | |
| iShares Core S&P 500 ETF | IVV | 2,173,444 | $691,828,960 | 0.08% | Long | 2026-06-30 | |
| American Funds Fundamental Investors | — | 1,939,571 | $617,384,845 | 0.34% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 2,021,354 | $613,864,996 | 0.07% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 1,914,991 | $609,560,785 | 0.08% | Long | 2026-06-30 | |
| VANGUARD VALUE INDEX FUND | — | 1,502,337 | $478,208,890 | 0.19% | Long | 2026-06-30 | |
| Capital Income Builder | — | 1,393,479 | $451,724,087 | 0.35% | Long | 2026-07-31 | |
| American Mutual Fund | — | 1,251,593 | $405,728,903 | 0.34% | Long | 2026-07-31 | |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | XLRE | 1,140,832 | $363,138,234 | 4.48% | Long | 2026-06-30 | |
| T. Rowe Price Value Fund, Inc. | — | 1,068,261 | $340,038,159 | 1.00% | Long | 2026-06-30 | |
| Schwab U.S. REIT ETF | SCHH | 1,117,425 | $339,350,798 | 3.40% | Long | 2026-05-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 999,655 | $324,058,161 | 2.95% | Long | 2026-07-31 | |
| VANGUARD MID-CAP VALUE INDEX FUND | — | 1,014,753 | $323,006,027 | 0.87% | Long | 2026-06-30 | |
| Cohen & Steers Real Estate Securities Fund | — | 993,862 | $316,356,213 | 3.31% | Long | 2026-06-30 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 874,872 | $283,607,256 | 3.99% | Long | 2026-07-31 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 857,772 | $273,037,405 | 0.08% | Long | 2026-06-30 | |
| ClearBridge Dividend Strategy Fund | — | 734,794 | $233,892,278 | 2.58% | Long | 2026-06-30 | |
| Cohen & Steers Institutional Realty Shares | CSRIX | 732,907 | $233,291,627 | 2.61% | Long | 2026-06-30 | |
| Cohen & Steers Realty Shares | — | 664,160 | $211,408,770 | 2.59% | Long | 2026-06-30 | |
| DFA Global Real Estate Securities Portfolio | — | 630,152 | $204,276,374 | 2.62% | Long | 2026-07-31 | |
| THE HARTFORD DIVIDEND AND GROWTH FUND | — | 624,300 | $202,379,331 | 1.08% | Long | 2026-07-31 | |
| iShares Core U.S. REIT ETF | USRT | 605,593 | $196,315,083 | 4.21% | Long | 2026-07-31 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 575,361 | $186,514,775 | 0.19% | Long | 2026-07-31 | |
| Columbia Dividend Income Fund | — | 584,303 | $177,446,978 | 0.38% | Long | 2026-05-31 | |
| iShares U.S. Real Estate ETF | IYR | 545,539 | $173,650,519 | 3.72% | Long | 2026-06-30 | |
| iShares MSCI USA Quality Factor ETF | QUAL | 463,084 | $150,117,940 | 0.32% | Long | 2026-07-31 | |
| iShares Global REIT ETF | REET | 460,285 | $149,210,588 | 2.91% | Long | 2026-07-31 | |
| Schwab S&P 500 Index Fund | SWPPX | 374,561 | $121,421,439 | 0.08% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 376,981 | $119,996,822 | 0.08% | Long | 2026-06-30 | |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | — | 368,029 | $117,147,311 | 0.65% | Long | 2026-06-30 | |
| Fidelity Real Estate Investment Portfolio | — | 356,686 | $115,626,901 | 3.39% | Long | 2026-07-31 | |
| Fidelity Real Estate Index Fund | FSRNX | 343,054 | $111,207,815 | 3.42% | Long | 2026-07-31 | |
| iShares Select U.S. REIT ETF | ICF | 339,443 | $110,037,237 | 5.23% | Long | 2026-07-31 | |
| Fidelity SAI Real Estate Fund | FSRJX | 334,035 | $108,284,126 | 3.39% | Long | 2026-07-31 | |
| JPMorgan Mid Cap Value Fund | — | 332,940 | $105,978,131 | 0.95% | Long | 2026-06-30 | |
| T. Rowe Price Real Assets Fund, Inc. | — | 328,335 | $104,512,314 | 1.02% | Long | 2026-06-30 | |
| Dimensional Global Real Estate ETF | DFGR | 316,493 | $102,597,439 | 2.66% | Long | 2026-07-31 | |
| iShares Russell 1000 Value ETF | IWD | 312,784 | $99,562,275 | 0.12% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | SPYD | 305,049 | $97,100,147 | 1.32% | Long | 2026-06-30 | |
| Washington Mutual Investors Fund | — | 292,499 | $93,105,357 | 0.75% | Long | 2026-06-30 | |
| Fidelity High Dividend ETF | FDVV | 286,471 | $92,865,304 | 0.91% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 298,799 | $90,742,268 | 0.07% | Long | 2026-05-31 | |
| Bridge Builder Large Cap Value Fund | BBVLX | 272,674 | $86,794,861 | 0.30% | Long | 2026-06-30 | |
| iShares S&P 500 Value ETF | IVE | 260,283 | $82,850,682 | 0.17% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | RWR | 252,371 | $80,332,213 | 4.36% | Long | 2026-06-30 | |
| iShares Residential and Multisector Real Estate ETF | REZ | 248,810 | $79,198,711 | 9.05% | Long | 2026-06-30 |