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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 %
VPIM
351
Vanguard Personalized Indexing Management
California
$2.21M -$131K -498 -6%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$2.18M +$158K +600 +8%
SG Americas Securities
353
SG Americas Securities
New York
$2.15M -$2.74M -10,405 -56%
EW
354
Evoke Wealth
California
$2.11M +$2.11M +7,989 New
GA
355
GRS Advisors
Illinois
$2.08M – – –
1IA
356
1834 Investment Advisors
Wisconsin
$2.07M +$1.05M +3,969 +102%
PIA
357
Petredis Investment Advisors
Pennsylvania
$2.05M +$7.38K +28 +0.4%
NW
358
Naviter Wealth
Arkansas
$2.04M -$83.8K -318 -4%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$2.03M -$273K -1,034 -12%
FWM
360
Fairhaven Wealth Management
Illinois
$2.03M +$53K +201 +3%
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$1.97M +$113K +430 +6%
BB
362
Bell Bank
North Dakota
$1.95M – – –
CA
363
Cornerstone Advisors
North Carolina
$1.92M -$2.82M -10,700 -59%
EOJOAM
364
E. Ohman J:or Asset Management
Sweden
$1.92M – – –
FC
365
Forte Capital
New York
$1.91M -$14.8K -56 -0.8%
OAM
366
Ostrum Asset Management
France
$1.88M -$207K -786 -10%
RP
367
Rowlandmiller & Partners
Georgia
$1.87M +$26.4K +100 +1%
KIA
368
KCM Investment Advisors
California
$1.83M -$102K -387 -5%
DGAM
369
Desjardins Global Asset Management
Quebec, Canada
$1.81M +$82.7K +314 +5%
VAG
370
VisionPoint Advisory Group
Texas
$1.78M +$24.2K +92 +1%
GF
371
Gries Financial
Ohio
$1.74M -$39.3K -149 -2%
TSW
372
Thompson Siegel & Walmsley
Virginia
$1.73M – – –
MFGM
373
Marshall Financial Group (Maryland)
Maryland
$1.72M +$12.4K +47 +0.7%
API
374
Advisor Partners II
California
$1.7M -$109K -412 -6%
GCP
375
GSA Capital Partners
United Kingdom
$1.69M +$1.69M +6,428 New
13 14
15
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