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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 %
GC
326
Gould Capital
Washington
$2.6M -$2.87K -11 -0.1%
LSERS
327
Louisiana State Employees Retirement System
Louisiana
$2.58M – – –
AACA
328
American Assets Capital Advisers
California
$2.58M – – –
JWM
329
JGP Wealth Management
Oregon
$2.57M -$2.9K -11 -0.1%
IWC
330
Integrated Wealth Concepts
Massachusetts
$2.57M +$355K +1,349 +16%
AWA
331
Aaron Wealth Advisors
Illinois
$2.56M +$2.56M +9,707 New
OSAM
332
O'Shaughnessy Asset Management
Connecticut
$2.5M +$390K +1,481 +19%
TC
333
Trilogy Capital
California
$2.44M +$2.44M +9,241 New
SOAMC
334
Spirit of America Management Corp
New York
$2.39M – – –
SAI
335
Systematic Alpha Investments
New Jersey
$2.38M – – –
SIC
336
Sigma Investment Counselors
Michigan
$2.35M +$31.6K +120 +1%
Brown Advisory
337
Brown Advisory
Maryland
$2.34M +$6.85K +26 +0.3%
AAM
338
Azzad Asset Management
Virginia
$2.33M +$89.1K +338 +4%
SHFP
339
Second Half Financial Partners
Florida
$2.33M +$2.33M +8,824 New
OC
340
Oppenheimer & Co
New York
$2.32M +$747K +2,834 +48%
CWM
341
CIBC World Markets
New York
$2.3M -$2.58M -9,802 -53%
TRCT
342
Tower Research Capital (TRC)
New York
$2.29M -$386K -1,464 -14%
ATPW
343
Ashton Thomas Private Wealth
Arizona
$2.26M +$2.11K +8 +0.1%
CMI
344
Clare Market Investments
Texas
$2.24M +$71.7K +272 +3%
PFC
345
Phocas Financial Corp
California
$2.23M -$26.9K -102 -1%
AF
346
Allworth Financial
California
$2.23M +$177K +673 +9%
PAM
347
Panagora Asset Management
Massachusetts
$2.23M -$52.6M -199,664 -96%
Verition Fund Management
348
Verition Fund Management
Connecticut
$2.22M -$4.3M -16,300 -66%
CI
349
Conning Inc
Connecticut
$2.21M +$233K +884 +12%
DADC
350
D.A. Davidson & Co
Montana
$2.21M +$597K +2,264 +37%
12 13
14
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