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Public Storage
PSA

Overview Fund Activity

978 hedge funds and large institutions have $41B invested in Public Storage in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 378 increasing their positions, 314 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
+38
Holders Change %
+4.04%
% of All Funds
15.42%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.25%
New
117
Increased
378
Reduced
314
Closed
73
Calls
$143M
Puts
$132M
Net Calls
+$10.9M
Net Calls Change
-$860K

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$595M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$390M
3
Ameriprise
Ameriprise
Minnesota
+$230M
4
Capital World Investors
Capital World Investors
California
+$187M
5
ClearBridge Investments
ClearBridge Investments
New York
+$132M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.12B
2
BlackRock
BlackRock
New York
-$317M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$213M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$195M
5
RC
Resolution Capital
Australia
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
526
NewEdge Wealth
Pennsylvania
$752K -$292 -1 -0%
CGL
527
Clarius Group LLC
Washington
$748K -$23.6K -81 -3%
CAM
528
Cozad Asset Management
Illinois
$742K +$742K +2,541 New
BFA
529
BBJS Financial Advisors
Washington
$720K +$91.1K +312 +14%
BTWM
530
Baker Tilly Wealth Management
Wisconsin
$719K +$719K +2,464 New
MA
531
Mutual Advisors
Nebraska
$713K -$28K -96 -4%
JAG
532
Journey Advisory Group
Kentucky
$713K -$451K -1,545 -39%
DC
533
Davenport & Co
Virginia
$712K +$46.1K +158 +7%
PA
534
Profund Advisors
Maryland
$712K -$12.3K -42 -2%
FFA
535
First Foundation Advisors
California
$706K +$141K +484 +25%
CBNLCF
536
Cognios Beta Neutral Large Cap Fund
Kansas
$703K -$232K -794 -25%
LIM
537
Loudon Investment Management
New Hampshire
$701K – – –
DFCM
538
Dark Forest Capital Management
Puerto Rico
$700K +$700K +2,398 New
Connor, Clark & Lunn Investment Management (CC&L)
539
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$699K +$699K +2,395 New
AAM
540
AR Asset Management
California
$697K – – –
MCM
541
MAI Capital Management
Ohio
$692K +$225K +772 +48%
CAM
542
Campion Asset Management
Virginia
$677K – – –
TA
543
TFG Advisers
Michigan
$673K +$21.6K +74 +3%
KWA
544
Kingswood Wealth Advisors
California
$665K +$665K +2,277 New
YIH
545
Y-Intercept (HK)
Hong Kong
$662K -$1.72M -5,881 -72%
GDP
546
Great Diamond Partners
Maine
$651K +$37.9K +130 +6%
MG
547
Mather Group
Illinois
$648K +$263K +902 +68%
PCIA
548
Prime Capital Investment Advisors
Kansas
$647K +$174K +597 +37%
WRPWM
549
Werba Rubin Papier Wealth Management
California
$646K – – –
SF
550
Symphony Financial
Texas
$639K -$125K -434 -16%
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