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Public Storage
PSA

Overview Fund Activity

940 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 389 increasing their positions, 286 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-10
Holders Change %
-1.05%
% of All Funds
15.04%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
92
Increased
389
Reduced
286
Closed
82
Calls
$83M
Puts
$71.2M
Net Calls
+$11.8M
Net Calls Change
+$1.44M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.65B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$324M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$100M
4
Legal & General Group
Legal & General Group
United Kingdom
+$76.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$320M
2
Goldman Sachs
Goldman Sachs
New York
-$212M
3
First Trust Advisors
First Trust Advisors
Illinois
-$175M
4
Millennium Management
Millennium Management
New York
-$101M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
451
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.02M -$10.6K -35 -1%
DWM
452
Dakota Wealth Management
Florida
$1.01M – – –
IIA
453
ICW Investment Advisors
Arizona
$1M +$13K +43 +1%
TFS
454
Thoroughbred Financial Services
Tennessee
$982K -$13K -43 -1%
HFAS
455
Hummer Financial Advisory Services
Illinois
$980K – – –
LNC
456
Lincoln National Corp
Pennsylvania
$960K +$65.9K +218 +7%
EWM
457
Evercore Wealth Management
New York
$949K – – –
CBNLCF
458
Cognios Beta Neutral Large Cap Fund
Kansas
$946K +$37.2K +126 +4%
CT
459
Columbia Trust
Oregon
$934K +$166K +548 +22%
VEA
460
Virtus ETF Advisers
New York
$930K +$133K +439 +17%
VU
461
Vanderbilt University
Tennessee
$925K -$71.3K -236 -7%
SWM
462
Segment Wealth Management
Texas
$924K -$25.7K -85 -3%
CM
463
Columbus Macro
Pennsylvania
$923K +$32.6K +109 +4%
TWC
464
TD Waterhouse Canada
Ontario, Canada
$923K +$118K +374 +15%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$917K +$36.9K +122 +4%
MYLI
466
Meiji Yasuda Life Insurance
Japan
$912K +$174K +575 +24%
FLI
467
Family Legacy Inc
South Carolina
$902K +$22.7K +75 +3%
TF
468
Trek Financial
Arizona
$902K -$1.44M -4,750 -61%
RCG
469
Regatta Capital Group
California
$901K – – –
BRWA
470
B. Riley Wealth Advisors
Florida
$899K -$15.4K -51 -2%
CA
471
Commerzbank Aktiengesellschaft
Germany
$888K -$310K -1,024 -26%
IAN
472
Integrated Advisors Network
Texas
$884K -$26.6K -88 -3%
TMAM
473
Tokio Marine Asset Management
Japan
$877K +$94K +311 +12%
HCA
474
Harbor Capital Advisors
Illinois
$873K +$873K +2,890 New
TCM
475
Twin Capital Management
Pennsylvania
$870K -$220K -729 -20%
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