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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 %
VAS
526
Vestmark Advisory Solutions
Massachusetts
$608K +$33.2K +110 +6%
RJT
527
Raymond James Trust
Florida
$606K -$19.9K -66 -3%
William Blair & Company
528
William Blair & Company
Illinois
$605K -$216K -715 -26%
SCA
529
Snowden Capital Advisors
New York
$602K +$23K +76 +4%
CM
530
Cercano Management
Washington
$599K – – –
GT
531
Greenleaf Trust
Michigan
$596K +$55.3K +183 +10%
CIA
532
Capital Investment Advisors
Georgia
$590K +$1.21K +4 +0.2%
GCMG
533
Gyroscope Capital Management Group
Florida
$588K +$90K +298 +18%
AIP
534
Ameritas Investment Partners
Nebraska
$588K – – –
SFS
535
Strategic Financial Services
New York
$588K +$30.2K +100 +5%
FFA
536
First Foundation Advisors
California
$584K -$33.2K -110 -5%
EMG
537
ETF Managers Group
New Jersey
$582K +$8.46K +28 +1%
USCWA
538
U.S. Capital Wealth Advisors
Texas
$581K – – –
FMAEN1
539
Fund Management at Engine No 1
California
$580K +$53.8K +178 +10%
KIA
540
KCM Investment Advisors
California
$576K -$68.9K -228 -11%
AF
541
Arrow Financial
New York
$574K – – –
TWI
542
Thomas White International
Illinois
$574K +$5.74K +19 +1%
CI
543
Cigna Investments
Connecticut
$573K -$11.2K -37 -2%
CT
544
Cambridge Trust
Massachusetts
$572K +$52.9K +175 +10%
CCM
545
Cullen Capital Management
New York
$571K – – –
BC
546
Bartlett & Co
Ohio
$570K -$4.23K -14 -0.7%
BCWM
547
Bartlett & Co Wealth Management
Ohio
$570K -$4.23K -14 -0.7%
PA
548
Procyon Advisors
Connecticut
$569K +$569K +1,882 New
CCM
549
Coldstream Capital Management
Washington
$565K +$32.9K +109 +6%
UH
550
Unigestion Holding
Switzerland
$563K -$350K -1,188 -38%
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