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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 %
SGI
451
Summit Global Investments
Utah
$1.1M -$8.43M -32,002 -88%
AWS
452
Atria Wealth Solutions
New York
$1.1M -$217K -824 -17%
XF
453
XML Financial
Maryland
$1.1M +$29.5K +112 +3%
IMRF
454
Illinois Municipal Retirement Fund
Illinois
$1.09M -$2.63M -9,976 -71%
LCM
455
LDR Capital Management
New York
$1.09M +$1.09M +4,125 New
YIH
456
Y-Intercept (HK)
Hong Kong
$1.08M +$485K +1,841 +81%
CIP
457
Convergence Investment Partners
Florida
$1.07M -$8.7K -33 -0.8%
WHCI
458
W.H. Cornerstone Investments
Massachusetts
$1.07M -$11.3K -43 -1%
BFA
459
Bragg Financial Advisors
North Carolina
$1.06M +$16.6K +63 +2%
MLL
460
Moody Lynn & Lieberson
Massachusetts
$1.05M – – –
VF
461
Virtu Financial
New York
$1.05M +$1.05M +3,998 New
RCM
462
RB Capital Management
Nevada
$1.05M +$11.3K +43 +1%
SI
463
Stephens Inc
Arkansas
$1.04M -$8.96K -34 -0.9%
HTC
464
Haverford Trust Company
Pennsylvania
$1.03M -$29K -110 -3%
AssetMark Inc
465
AssetMark Inc
California
$1.03M -$15.8K -60 -2%
SAM
466
Shell Asset Management
Netherlands
$1.02M +$1.58K +6 +0.2%
TC
467
TownSquare Capital
Utah
$1.02M +$143K +544 +16%
DAS
468
Dynamic Advisor Solutions
Arizona
$1M +$80.6K +306 +9%
FMC
469
First Merchants Corp
Indiana
$1M -$37.9K -144 -4%
AWM
470
Avitas Wealth Management
California
$995K +$995K +3,774 New
MGIA
471
Moneta Group Investment Advisors
Missouri
$994K -$1.85K -7 -0.2%
QCM
472
Quantinno Capital Management
New York
$993K -$454K -1,723 -31%
JFGIW
473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$982K -$20.3K -77 -2%
AIMCA
474
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$975K – – –
REMPR
475
Roof Eidam Maycock Peralta (REMP)
California
$973K +$973K +3,694 New
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