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Public Storage
PSA

Overview Fund Activity

971 hedge funds and large institutions have $37.3B invested in Public Storage in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 371 increasing their positions, 332 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
15.48%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
96
Increased
371
Reduced
332
Closed
92
Calls
$168M
Puts
$139M
Net Calls
+$29.3M
Net Calls Change
+$18.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$296M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$212M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$193M
4
Capital International Investors
Capital International Investors
California
+$159M
5
Lazard Asset Management
Lazard Asset Management
New York
+$137M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$500M
2
EWA
EP Wealth Advisors
California
-$105M
3
CIM
Centersquare Investment Management
Pennsylvania
-$100M
4
RC
Resolution Capital
Australia
-$87.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
$5.28M -$157K -613 -3%
KC
252
Kingfisher Capital
North Carolina
$5.23M -$169K -640 -3%
NEI
253
Northwest & Ethical Investments
Ontario, Canada
$5.23M +$5.23M +19,835 New
Cetera Investment Advisers
254
Cetera Investment Advisers
Illinois
$5.22M +$1.35M +5,107 +35%
TF
255
Tompkins Financial
New York
$5.2M +$668K +2,535 +15%
JAM
256
JLP Asset Management
New York
$5.18M -$422K -1,600 -8%
AG
257
Advocate Group
Minnesota
$5.01M +$644K +2,445 +15%
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$4.96M -$13.6M -51,784 -73%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$4.84M +$519K +1,971 +12%
IMCOOI
260
Investment Management Corp of Ontario (IMCO)
Canada
$4.83M +$1.87M +7,114 +63%
EWA
261
Exencial Wealth Advisors
Oklahoma
$4.76M -$619K -2,349 -12%
APSI
262
Asset Planning Services Inc
Louisiana
$4.75M -$55.1K -209 -1%
NB
263
Northwest Bancshares
Pennsylvania
$4.71M +$156K +593 +3%
Rafferty Asset Management
264
Rafferty Asset Management
New York
$4.66M +$222K +843 +5%
UOC
265
UBS O'Connor
Illinois
$4.65M -$2.27M -8,623 -33%
FC
266
FORA Capital
Florida
$4.64M +$2.21M +8,384 +91%
MGP
267
Metis Global Partners
California
$4.61M +$218K +828 +5%
QCM
268
QRG Capital Management
Illinois
$4.61M +$4.61M +17,483 New
PTCG
269
Pring Turner Capital Group
California
$4.44M +$518K +1,966 +13%
AWM
270
AE Wealth Management
Kansas
$4.29M +$24.5K +93 +0.6%
Nordea Investment Management
271
Nordea Investment Management
Sweden
$4.25M -$165K -622 -4%
TG
272
TCW Group
California
$4.24M -$23.7K -90 -0.6%
ACA
273
Aptus Capital Advisors
Alabama
$4.11M +$66.1K +251 +2%
AAS
274
Annex Advisory Services
Wisconsin
$4.1M +$1.26M +4,799 +45%
MIA
275
MainStreet Investment Advisors
Illinois
$4.09M +$414K +1,571 +11%
9 10
11
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