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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 %
MPPLM
401
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.42M +$100K +381 +8%
SSA
402
Schonfeld Strategic Advisors
New York
$1.4M -$1.16M -4,400 -45%
GCM
403
Greenland Capital Management
New York
$1.4M +$1.4M +5,300 New
BSB
404
Bangor Savings Bank
Maine
$1.39M -$40.8K -155 -3%
SC
405
Sawyer & Company
Massachusetts
$1.38M +$87K +330 +7%
DILIC
406
Dai-ichi Life Insurance Company
Japan
$1.37M – – –
KCM
407
Kornitzer Capital Management
Kansas
$1.37M – – –
VI
408
Versor Investments
New York
$1.36M +$293K +1,111 +27%
SFS
409
Stiles Financial Services
Minnesota
$1.36M +$246K +932 +22%
OPA
410
Old Port Advisors
Maine
$1.35M +$1.35M +5,127 New
DI
411
Diligent Investors
California
$1.33M +$778K +2,953 +140%
LHC
412
Little House Capital
Massachusetts
$1.33M +$89.9K +341 +7%
CIA
413
Cascade Investment Advisors
Oregon
$1.33M +$26.4K +100 +2%
PT
414
Plimoth Trust
Massachusetts
$1.32M – – –
RWM
415
Ritholtz Wealth Management
New York
$1.32M +$915K +3,472 +225%
GFA
416
Gifford Fong Associates
California
$1.32M – – –
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$1.32M +$1.32K +5 +0.1%
PFO
418
Pathstone Family Office
New Jersey
$1.3M +$1.3M +4,922 New
SC
419
Saturna Capital
Washington
$1.29M -$25K -95 -2%
XT
420
XTX Topco
Cayman Islands
$1.26M +$1.03M +3,908 +444%
TF
421
Trek Financial
Arizona
$1.26M +$1.26M +4,774 New
SAM
422
Sompo Asset Management
Japan
$1.25M +$60.6K +230 +5%
BCI
423
Brinker Capital Investments
Pennsylvania
$1.24M -$134K -507 -10%
OPS
424
Orion Portfolio Solutions
Nebraska
$1.24M -$134K -507 -10%
Two Sigma Investments
425
Two Sigma Investments
New York
$1.24M -$105K -400 -8%
15 16
17
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