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Public Storage
PSA

Overview Fund Activity

1,057 hedge funds and large institutions have $39.6B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 442 increasing their positions, 364 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.37%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
442
Reduced
364
Closed
81
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$108M
5
Man Group
Man Group
United Kingdom
+$84.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$342M
2
Capital World Investors
Capital World Investors
California
-$117M
3
BlackRock
BlackRock
New York
-$100M
4
American Century Companies
American Century Companies
Missouri
-$94.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
526
Segment Wealth Management
Texas
$871K +$48.9K +170 +6%
Vontobel Holding
527
Vontobel Holding
Switzerland
$867K +$867K +3,015 New
SIAP
528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$856K – – –
FLI
529
Family Legacy Inc
South Carolina
$852K +$22.1K +77 +3%
HIC
530
Hartline Investment Corp
Illinois
$849K +$849K +2,950 New
WA
531
Waddell & Associates
Tennessee
$844K +$296K +1,028 +54%
IAN
532
Integrated Advisors Network
Texas
$838K -$19.6K -68 -2%
N
533
Natixis
France
$836K +$836K +2,906 New
CII
534
Capital International Inc
California
$834K -$18.4K -64 -2%
William Blair & Company
535
William Blair & Company
Illinois
$830K -$46.6K -162 -5%
SWM
536
Silverlake Wealth Management
Vermont
$825K -$40.3K -140 -5%
DF
537
Donoghue Forlines
Massachusetts
$810K +$113K +393 +16%
CI
538
Conning Inc
Connecticut
$810K -$1.81M -6,289 -69%
Focus Partners Wealth
539
Focus Partners Wealth
Massachusetts
$809K +$197K +684 +32%
TC
540
TownSquare Capital
Utah
$803K +$84.6K +294 +12%
PBC
541
Pavion Blue Capital
California
$802K – – –
SWP
542
Stratos Wealth Partners
Ohio
$799K -$1.44K -5 -0.2%
EWA
543
EP Wealth Advisors
California
$790K +$134K +466 +20%
EGM
544
Engineers Gate Manager
New York
$789K -$3.55M -12,330 -82%
CAGAS
545
Capital Advisory Group Advisory Services
Minnesota
$782K +$54.7K +190 +8%
HWM
546
HB Wealth Management
Georgia
$776K +$358K +1,246 +86%
Capstone Investment Advisors
547
Capstone Investment Advisors
New York
$763K -$28.2K -98 -4%
GIM
548
Gold Investment Management
Alberta, Canada
$762K -$17.3K -60 -2%
QI
549
Qtron Investments
Massachusetts
$762K – – –
CW
550
CIC Wealth
Maryland
$760K -$59.3K -206 -7%
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