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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 %
QT
476
Quantamental Technologies
New York
$868K +$868K +2,873 New
WA
477
Waddell & Associates
Tennessee
$867K +$6.65K +22 +0.8%
CAM
478
Columbia Asset Management
Michigan
$866K +$90.7K +300 +12%
JFGIW
479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$861K +$189K +627 +28%
CW
480
CIC Wealth
Maryland
$857K +$302 +1 +0%
CCA
481
Checchi Capital Advisers
California
$854K +$4.23K +14 +0.5%
SWM
482
Silverlake Wealth Management
Vermont
$848K -$240K -794 -22%
SCM
483
Stevens Capital Management
Pennsylvania
$838K +$114K +377 +16%
CA
484
Cetera Advisors
Colorado
$838K +$112K +370 +15%
KCM
485
KLK Capital Management
California
$835K +$9.97K +33 +1%
LW
486
Linscomb Wealth
Texas
$828K -$43.8K -145 -5%
CAGAS
487
Capital Advisory Group Advisory Services
Minnesota
$821K +$6.04K +20 +0.7%
ASN
488
Advisory Services Network
Georgia
$811K -$28.1K -93 -3%
CGL
489
Clarius Group LLC
Washington
$799K +$52.6K +174 +7%
O
490
Ossiam
France
$788K +$276K +915 +54%
SAM
491
Synergy Asset Management
Washington
$783K +$783K +2,592 New
QI
492
Qtron Investments
Massachusetts
$783K -$44.1K -146 -5%
SF
493
Symphony Financial
Texas
$782K -$133K -452 -15%
SAM
494
Smithbridge Asset Management
Pennsylvania
$781K +$29.9K +99 +4%
NW
495
NewEdge Wealth
Pennsylvania
$778K +$66.8K +221 +9%
FAM
496
Formidable Asset Management
Ohio
$777K -$906K -2,999 -54%
MA
497
Mutual Advisors
Nebraska
$767K +$19.6K +65 +3%
PA
498
Profund Advisors
Maryland
$750K -$168K -556 -18%
MAS
499
Meeder Advisory Services
Ohio
$748K +$40.2K +133 +6%
FTDI
500
First Trust Direct Indexing
Massachusetts
$745K +$25.7K +85 +4%
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