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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 %
AG
501
AIA Group
Hong Kong
$743K -$117K -387 -14%
GRP
502
Global Retirement Partners
California
$737K +$2.26K +8 +0.3%
Arrowstreet Capital
503
Arrowstreet Capital
Massachusetts
$736K +$736K +2,437 New
AAM
504
Azzad Asset Management
Virginia
$731K +$731K +2,420 New
LIM
505
Loudon Investment Management
New Hampshire
$725K – – –
PCM
506
Penserra Capital Management
California
$723K -$2.95M -9,769 -80%
AAM
507
AR Asset Management
California
$722K – – –
CAM
508
Campion Asset Management
Virginia
$701K +$37.8K +125 +6%
CF
509
Centaurus Financial
California
$697K +$2.72K +9 +0.4%
ACM
510
Alethea Capital Management
Washington
$695K +$695K +2,301 New
DC
511
Davenport & Co
Virginia
$690K +$32.3K +107 +5%
RPCONE
512
Retirement Planning Company of New England
Rhode Island
$680K -$17.5K -58 -3%
TA
513
TFG Advisers
Michigan
$674K +$24.2K +80 +4%
WRPWM
514
Werba Rubin Papier Wealth Management
California
$669K – – –
WFC
515
Western Financial Corp
California
$663K +$36K +119 +6%
PA
516
Parallel Advisors
California
$660K +$22.1K +73 +3%
Lido Advisors
517
Lido Advisors
California
$657K +$155K +513 +31%
SG
518
StoneX Group
New York
$653K +$41.4K +137 +7%
BFA
519
BBJS Financial Advisors
Washington
$651K +$150K +497 +30%
SS
520
Simplicity Solutions
Minnesota
$650K +$349K +1,154 +116%
BFG
521
Bleakley Financial Group
New Jersey
$649K +$94K +311 +17%
DI
522
Diligent Investors
California
$649K – – –
BFG
523
Berger Financial Group
Minnesota
$644K -$2.42K -8 -0.4%
GDP
524
Great Diamond Partners
Maine
$634K -$70.1K -232 -10%
HGWM
525
Horst & Graben Wealth Management
Oregon
$608K – – –
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