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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 %
PAS
501
Park Avenue Securities
New York
$856K +$856K +3,247 New
HFAS
502
Hummer Financial Advisory Services
Illinois
$855K – – –
WA
503
Wambolt & Associates
Colorado
$852K +$544K +2,087 +177%
RCG
504
Regatta Capital Group
California
$821K -$13.2K -50 -2%
SIAP
505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$810K – – –
WBC
506
Westpac Banking Corp
Australia
$810K +$46.4K +176 +6%
FLI
507
Family Legacy Inc
South Carolina
$792K +$5.27K +20 +0.7%
LCM
508
Landscape Capital Management
New Jersey
$792K -$98.3K -373 -11%
FFA
509
First Foundation Advisors
California
$791K +$153K +582 +24%
FAM
510
Formidable Asset Management
Ohio
$789K +$40.6K +154 +5%
DLHL
511
Donald L. Hagan LLC
Florida
$782K -$114K -432 -13%
LNC
512
Lincoln National Corp
Pennsylvania
$775K -$73K -277 -9%
RL
513
Rogco LP
Oklahoma
$774K +$774K +2,937 New
BB
514
Busey Bank
Illinois
$771K -$36.4K -138 -5%
WA
515
Waddell & Associates
Tennessee
$769K +$6.59K +25 +0.9%
SWM
516
Segment Wealth Management
Texas
$765K -$40.6K -154 -5%
HCA
517
Harbor Capital Advisors
Illinois
$762K – – –
William Blair & Company
518
William Blair & Company
Illinois
$752K +$22.4K +85 +3%
CM
519
Columbus Macro
Pennsylvania
$751K -$33.2K -126 -4%
SWM
520
Silverlake Wealth Management
Vermont
$745K -$14K -53 -2%
MBT
521
Montecito Bank & Trust
California
$742K – – –
PBC
522
Pavion Blue Capital
California
$735K +$245K +928 +50%
GAM
523
Gotham Asset Management
New York
$731K +$439K +1,667 +151%
EA
524
Ellsworth Advisors
Ohio
$715K +$254K +982 +55%
ASN
525
Advisory Services Network
Georgia
$698K +$19.8K +75 +3%
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