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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 %
HWAM
426
Hennion & Walsh Asset Management
New Jersey
$1.23M -$65.1K -247 -5%
VIM
427
Vinva Investment Management
Australia
$1.22M -$49.7K -188 -4%
IF
428
Intrua Financial
Texas
$1.2M -$253K -962 -17%
AAS
429
Avantax Advisory Services
Texas
$1.2M -$271K -1,027 -18%
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
$1.19M +$1.19M +4,530 New
CT
431
Colonial Trust
South Carolina
$1.19M +$67.2K +255 +6%
HW
432
Hancock Whitney
Mississippi
$1.19M -$23.7K -90 -2%
ACMA
433
Arbor Capital Management (Alaska)
Alaska
$1.19M +$79.5K +312 +7%
PAG
434
Private Advisor Group
New Jersey
$1.18M -$11.3K -43 -0.9%
SBIA
435
Sheaff Brock Investment Advisors
Indiana
$1.18M – – –
CAM
436
Columbia Asset Management
Michigan
$1.18M +$113K +428 +11%
EAM
437
Erste Asset Management
Austria
$1.18M -$79.2K -300 -6%
SLI
438
Sumitomo Life Insurance
Japan
$1.17M -$16.1K -61 -1%
LA
439
Lindenwold Advisors
Pennsylvania
$1.17M +$2.64K +10 +0.2%
TWC
440
TD Waterhouse Canada
Ontario, Canada
$1.16M -$578K -2,194 -33%
RG
441
Rathbones Group
United Kingdom
$1.15M +$287K +1,089 +33%
SF
442
Synovus Financial
Georgia
$1.14M +$72K +273 +7%
UB
443
UMB Bank
Missouri
$1.14M -$146K -555 -11%
WA
444
WBH Advisory
Maryland
$1.13M – – –
CCIA
445
Campbell & Co Investment Adviser
Maryland
$1.12M -$18.2K -69 -2%
PCP
446
Proficio Capital Partners
Massachusetts
$1.12M -$15.5K -59 -1%
OAM
447
Oppenheimer Asset Management
New York
$1.12M -$641K -2,434 -36%
EAM
448
Eagle Asset Management
Florida
$1.11M -$17.7K -67 -2%
SF
449
Slagle Financial
Illinois
$1.11M +$109K +412 +11%
MFG
450
Merit Financial Group
Georgia
$1.11M +$7.38K +28 +0.7%
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