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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 %
BSW
476
Buckingham Strategic Wealth
Missouri
$972K -$21.3K -81 -2%
UCFA
477
United Capital Financial Advisors
Texas
$969K -$676K -2,564 -41%
HI
478
Hendershot Investments
Virginia
$959K – – –
Assenagon Asset Management
479
Assenagon Asset Management
Luxembourg
$958K -$237K -901 -20%
EWM
480
Evercore Wealth Management
New York
$953K – – –
IIA
481
ICW Investment Advisors
Arizona
$947K +$45.9K +174 +5%
MWM
482
Maltin Wealth Management
New Jersey
$945K -$4.22K -16 -0.4%
RBC
483
Romano Brothers & Co
Illinois
$944K -$3.43K -13 -0.4%
HIC
484
Hartline Investment Corp
Illinois
$943K -$18.4K -70 -2%
WC
485
Wexford Capital
Florida
$940K +$251K +951 +36%
HWA
486
HCR Wealth Advisors
California
$936K -$330K -1,252 -26%
VU
487
Vanderbilt University
Tennessee
$927K -$147K -556 -14%
SCM
488
Stevens Capital Management
Pennsylvania
$914K -$1.87M -7,090 -67%
PHS
489
Pekin Hardy Strauss
Illinois
$914K -$32.9K -125 -3%
PCM
490
Penserra Capital Management
California
$904K -$26.5K -101 -3%
CW
491
CIC Wealth
Maryland
$894K -$41.4K -157 -4%
MAM
492
Mastrapasqua Asset Management
Tennessee
$891K -$21.6K -82 -2%
CT
493
Columbia Trust
Oregon
$891K +$29K +110 +3%
WWM
494
Wolff Wiese Magana
California
$890K +$8.17K +31 +0.9%
BPC
495
Banque Pictet & Cie
Switzerland
$885K -$184K -699 -17%
CA
496
Commerzbank Aktiengesellschaft
Germany
$885K +$111K +421 +14%
DWM
497
Dakota Wealth Management
Florida
$885K – – –
CA
498
Cetera Advisors
Colorado
$871K +$108K +408 +14%
LNWWM
499
Laird Norton Wetherby Wealth Management
California
$870K -$35.8K -136 -4%
TMAM
500
Tokio Marine Asset Management
Japan
$868K +$63.8K +242 +8%
18 19
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