PSA icon

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 %
TCM
526
Twin Capital Management
Pennsylvania
$697K -$29.5K -112 -4%
BRWA
527
B. Riley Wealth Advisors
Florida
$695K -$48.5K -184 -7%
GRP
528
Global Retirement Partners
California
$686K +$4.66K +18 +0.7%
DF
529
Donoghue Forlines
Massachusetts
$683K +$216K +819 +46%
CAGAS
530
Capital Advisory Group Advisory Services
Minnesota
$678K +$678K +2,572 New
KCM
531
KLK Capital Management
California
$677K -$17.7K -67 -3%
SAM
532
Smithbridge Asset Management
Pennsylvania
$675K -$9.23K -35 -1%
NW
533
NewEdge Wealth
Pennsylvania
$673K -$5.53K -21 -0.8%
DC
534
Davenport & Co
Virginia
$668K +$25K +95 +4%
I
535
InceptionR
California
$667K +$369K +1,399 +123%
BFA
536
BBJS Financial Advisors
Washington
$656K +$6.33K +24 +1%
MCM
537
MAI Capital Management
Ohio
$645K +$20K +76 +3%
MG
538
Mather Group
Illinois
$642K +$56.9K +216 +10%
LIM
539
Loudon Investment Management
New Hampshire
$632K – – –
DP
540
Dearborn Partners
Illinois
$631K +$101K +383 +19%
MFC
541
Mechanics Financial Corp
Ohio
$631K +$334K +1,267 +113%
AAM
542
AR Asset Management
California
$629K – – –
PA
543
Profund Advisors
Maryland
$617K -$25.6K -97 -4%
CASB
544
Cape Ann Savings Bank
Massachusetts
$615K +$615K +2,334 New
TA
545
TFG Advisers
Michigan
$613K +$5.8K +22 +1%
LW
546
Linscomb Wealth
Texas
$612K -$75.6K -287 -11%
CAM
547
Campion Asset Management
Virginia
$611K – – –
CGL
548
Clarius Group LLC
Washington
$608K -$67.2K -255 -10%
MA
549
Mutual Advisors
Nebraska
$603K -$40K -152 -6%
FFS
550
Founders Financial Securities
Maryland
$600K +$168K +639 +39%
20 21
22
23 24