PSA · Public Storage · Shareholders & Ownership

$309.89 +0.76 (+0.25%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$54.42B

175.62M

Volume · Oct 23 780.48K Avg daily vol (3M) 897.81K

Every disclosed holder of PSA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns PSA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,125	152,911,242	87.07%	Yes
Insiders (Forms 3, 4, 5)	11	584,108	0.33%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	22,125,784	12.60%	Rest
Registered funds (N-PORT, not summed)	790	71,841,671	40.91%	No

Shares outstanding: 175,621,134, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of PSA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	17,263,289	9.83%	+518,703	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,173,444	1.24%	+142,079	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Core U.S. REIT ETF Fund S000015627 · Registered fund · Jul 31, 2026 iShares Trust, not summed	605,593	0.34%	+112,058	Jul 31, 2026	iShares Trust, not summed
1.3	iShares U.S. Real Estate ETF Fund S000004328 · Registered fund · Jun 30, 2026 iShares Trust, not summed	545,539	0.31%	+46,403	Jun 30, 2026	iShares Trust, not summed
1.4	iShares MSCI USA Quality Factor ETF Fund S000041444 · Registered fund · Jul 31, 2026 iShares Trust, not summed	463,084	0.26%	+46,364	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Global REIT ETF Fund S000045649 · Registered fund · Jul 31, 2026 iShares Trust, not summed	460,285	0.26%	+39,218	Jul 31, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,608,702	7.75%	+66,452	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,322,146	5.88%	+56,049	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	10,133,791	5.77%	-100,654	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Real Estate Select Sector SPDR(R) ETF Fund S000051152 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	1,140,832	0.65%	+9,727	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	376,981	0.21%	+44,830	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF Fund S000050968 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	305,049	0.17%	+5,305	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Dow Jones(R) REIT ETF Fund S000006976 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	252,371	0.14%	-10,310	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	192,215	0.11%	+6,516	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,498,439	5.41%	+3,134,621	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Capital International Investors 13G CIK 1562230 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	9,703,619	5.53%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	6,379,564	3.63%	+516,689	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
7	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,716,404	3.26%	+74,992	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	1,068,261	0.61%	-8,529	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
7.2	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	368,029	0.21%	-1,081	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
7.3	T. Rowe Price Real Assets Fund, Inc. Fund S000029428 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ASSETS FUND, INC., not summed	328,335	0.19%	-18,802	Jun 30, 2026	T. ROWE PRICE REAL ASSETS FUND, INC., not summed
7.4	T. Rowe Price Real Estate Fund, Inc. Fund S000002107 · Registered fund · Jun 30, 2026 T. ROWE PRICE REAL ESTATE FUND, INC., not summed	111,607	0.06%	-3,560	Jun 30, 2026	T. ROWE PRICE REAL ESTATE FUND, INC., not summed
7.5	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	97,741	0.06%	-1,125	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
8	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,238,349	2.98%	+829,072	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	Cohen & Steers Real Estate Securities Fund Fund S000001225 · Registered fund · Jun 30, 2026 COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed	993,862	0.57%	+163,719	Jun 30, 2026	COHEN & STEERS REAL ESTATE SECURITIES FUND INC, not summed
8.2	Cohen & Steers Institutional Realty Shares Fund S000011976 · Registered fund · Jun 30, 2026 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed	732,907	0.42%	+74,161	Jun 30, 2026	COHEN & STEERS INSTITUTIONAL REALTY SHARES INC, not summed
8.3	Cohen & Steers Realty Shares Fund S000011975 · Registered fund · Jun 30, 2026 COHEN & STEERS REALTY SHARES INC, not summed	664,160	0.38%	+70,285	Jun 30, 2026	COHEN & STEERS REALTY SHARES INC, not summed
8.4	Cohen & Steers Global Realty Shares, Inc. Fund S000001226 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed	189,181	0.11%	+64,148	Jun 30, 2026	COHEN & STEERS GLOBAL REALTY SHARES, INC, not summed
8.5	Cohen & Steers Real Estate Active ETF Fund S000088341 · Registered fund · Jun 30, 2026 Cohen & Steers ETF Trust, not summed	43,967	0.03%	+15,152	Jun 30, 2026	Cohen & Steers ETF Trust, not summed
9	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	5,169,211	2.94%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,016,110	2.86%	-609	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,341,196	2.47%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,263,663	2.43%	+40,697	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,095,146	2.33%	+80,065	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,423,313	1.95%	+12,036	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,319,405	1.89%	+110,545	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Schwab U.S. REIT ETF Fund S000030518 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,117,425	0.64%	+24,977	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	374,561	0.21%	+24,431	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	167,275	0.10%	+5,231	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
15.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	101,236	0.06%	+8,079	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
15.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	93,684	0.05%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
16	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,152,507	1.80%	-674,577	Jun 30, 2026	carried, not yet filed for the newest quarter
17	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,082,787	1.76%	-536,916	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	2,021,354	1.15%	+11,667	May 31, 2026	Fidelity Concord Street Trust, not summed
17.2	Fidelity Real Estate Investment Portfolio Fund S000039313 · Registered fund · Jul 31, 2026 Fidelity Select Portfolios, not summed	356,686	0.20%	-100	Jul 31, 2026	Fidelity Select Portfolios, not summed
17.3	Fidelity Real Estate Index Fund Fund S000033639 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	343,054	0.20%	+20,994	Jul 31, 2026	Fidelity Salem Street Trust, not summed
17.4	Fidelity SAI Real Estate Fund Fund S000085735 · Registered fund · Jul 31, 2026 Fidelity Summer Street Trust, not summed	334,035	0.19%	+38,100	Jul 31, 2026	Fidelity Summer Street Trust, not summed
17.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	298,799	0.17%	+3,533	May 31, 2026	Fidelity Concord Street Trust, not summed
18	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,532,848	1.44%	+981,658	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	575,361	0.33%	+12,747	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
18.2	Invesco S&P 500 High Dividend Low Volatility ETF Fund S000038520 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	220,402	0.13%	+1,385	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.3	Invesco S&P 500 Low Volatility ETF Fund S000030967 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	192,402	0.11%	-55,887	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
18.4	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	69,959	0.04%	+63,768	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
18.5	Invesco Real Estate Fund Fund S000000255 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	50,586	0.03%	—	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,281,133	1.30%	-27,921	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Real Estate Index Fund Fund S000012717 · Registered fund · Jun 30, 2026 Northern Funds, not summed	61,472	0.04%	+8,632	Jun 30, 2026	Northern Funds, not summed
19.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	47,654	0.03%	-269	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Quality Dividend Index Fund Fund S000038873 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	41,034	0.02%	+2,424	Jul 31, 2026	FlexShares Trust, not summed
19.4	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	9,594	0.01%	-117	Jul 31, 2026	FlexShares Trust, not summed
19.5	Multi-Manager Global Real Estate Fund Fund S000024145 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,235	0.00%	-1,665	Jun 30, 2026	Northern Funds, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,281,126	1.30%	+586	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	DFA REAL ESTATE SECURITIES PORTFOLIO Fund S000000949 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	874,872	0.50%	+25,676	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.2	DFA Global Real Estate Securities Portfolio Fund S000021884 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	630,152	0.36%	+25,488	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.3	Dimensional Global Real Estate ETF Fund S000078988 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	316,493	0.18%	+34,572	Jul 31, 2026	Dimensional ETF Trust, not summed
20.4	Dimensional US Real Estate ETF Fund S000075150 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	222,289	0.13%	+14,815	Jul 31, 2026	Dimensional ETF Trust, not summed
20.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	37,336	0.02%	+1,468	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
21	APG Asset Management US Inc. 13F CIK 1323255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,103,577	1.20%	+8,628	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,020,731	1.15%	+194,553	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	504	0.00%	+4	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
22.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	326	0.00%	+30	Jul 31, 2026	E Trade Trust, not summed
22.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	267	0.00%	+81	Jul 31, 2026	E Trade Trust, not summed
22.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	66	0.00%	-2	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
23	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,939,571	1.10%	+872,020	Jun 30, 2026	American Funds Fundamental Investors, not summed
24	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,890,140	1.08%	+23,684	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,866,427	1.06%	-10,313	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,755,849	1.00%	-126,936	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,623,950	0.92%	-11,526	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	PACE Global Real Estate Securities Investments Fund S000006034 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	5,355	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
28	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,502,337	0.86%	+41,105	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Capital Income Builder Fund S000009000 · Registered fund · Jul 31, 2026 Capital Income Builder, not summed	1,393,479	0.79%	+232,424	Jul 31, 2026	Capital Income Builder, not summed
30	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,332,781	0.76%	+125,176	Jun 30, 2026	carried, not yet filed for the newest quarter
31	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,329,880	0.76%	-123,868	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,259,073	0.72%	+594,997	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	DWS RREEF Real Assets Fund Fund S000032019 · Registered fund · Jun 30, 2026 DEUTSCHE DWS MARKET TRUST, not summed	164,850	0.09%	—	Jun 30, 2026	DEUTSCHE DWS MARKET TRUST, not summed
32.2	DWS RREEF Real Estate Securities Fund Fund S000032045 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	92,911	0.05%	+59,729	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
32.3	DWS RREEF Global Real Estate Securities Fund Fund S000032044 · Registered fund · Jun 30, 2026 DEUTSCHE DWS SECURITIES TRUST, not summed	15,078	0.01%	+11,393	Jun 30, 2026	DEUTSCHE DWS SECURITIES TRUST, not summed
32.4	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	7,130	0.00%	-4,177	May 29, 2026	DBX ETF Trust, not summed
32.5	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,900	0.00%	-195	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
33	American Mutual Fund Fund S000008999 · Registered fund · Jul 31, 2026 American Mutual Fund, not summed	1,251,593	0.71%	+105,099	Jul 31, 2026	American Mutual Fund, not summed
34	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,209,301	0.69%	-20,812	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	584,303	0.33%	-5,622	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
34.2	CTIVP - Wellington Large Cap Value Fund Fund S000028692 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	36,537	0.02%	-1,857	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
34.3	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	22,787	0.01%	-613	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
34.4	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	21,708	0.01%	-2	May 31, 2026	Columbia Funds Series Trust II, not summed
34.5	CTIVP - CenterSquare Real Estate Fund Fund S000028695 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	15,340	0.01%	-2,170	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
35	CENTERSQUARE INVESTMENT MANAGEMENT LLC 13F CIK 1725296 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,196,628	0.68%	-8,353	Jun 30, 2026	carried, not yet filed for the newest quarter
36	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,056,860	0.60%	+195,293	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,046,348	0.60%	+294,540	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,014,753	0.58%	-12,054	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,010,960	0.58%	+9,284	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	13,349	0.01%	+14	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,865	0.57%	+115,467	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	999,655	0.57%	+80,259	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
42	Daiwa Securities Group Inc. 13F CIK 1481045 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	921,044	0.52%	+30,063	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	889,434	0.51%	-2,611	Jun 30, 2026	carried, not yet filed for the newest quarter
44	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	876,679	0.50%	+194,337	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	857,772	0.49%	-32,368	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	830,839	0.47%	-248,242	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs Multi-Manager Real Assets Strategy Fund Fund S000049147 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	18,980	0.01%	+5,500	Jul 31, 2026	Goldman Sachs Trust II, not summed
46.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,650	0.01%	-36	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	12,432	0.01%	+2,185	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
46.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	11,174	0.01%	+135	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,856	0.00%	-247	May 31, 2026	Goldman Sachs ETF Trust, not summed
47	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	806,171	0.46%	-34,264	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	746,830	0.43%	-73,867	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Nuveen Real Estate Securities Select Fund Fund S000005369 · Registered fund · Jun 30, 2026 TIAA-CREF Funds, not summed	175,735	0.10%	-25,223	Jun 30, 2026	TIAA-CREF Funds, not summed
48.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	138,975	0.08%	+6,083	Jul 31, 2026	TIAA-CREF Funds, not summed
48.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	72,923	0.04%	-33,084	Jun 30, 2026	College Retirement Equities Fund, not summed
48.4	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	69,712	0.04%	-3,976	Jun 30, 2026	College Retirement Equities Fund, not summed
48.5	Nuveen Real Estate Securities Fund Fund S000005563 · Registered fund · Jun 30, 2026 Nuveen Investment Funds, Inc., not summed	65,417	0.04%	-6,133	Jun 30, 2026	Nuveen Investment Funds, Inc., not summed
49	ClearBridge Dividend Strategy Fund Fund S000016665 · Registered fund · Jun 30, 2026 Legg Mason Partners Investment Trust, not summed	734,794	0.42%	0	Jun 30, 2026	Legg Mason Partners Investment Trust, not summed
50	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	682,363	0.39%	+177,908	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Global Real Estate Securities Fund Fund S000006866 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	64,267	0.04%	+22,817	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
50.2	Tax-Managed Real Assets Fund Fund S000064943 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	49,436	0.03%	+10,685	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.3	Global Real Estate Securities Fund Fund S000001579 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	35,605	0.02%	+10,625	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.4	Tax-Managed U.S. Large Cap Fund Fund S000001570 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	20,445	0.01%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
50.5	Global Equity Fund Fund S000015554 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	11,512	0.01%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed

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Key facts CIK 1393311 CUSIP 74460D109 13F (30d) 272 filings 267 filers Visit website Investor relations