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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 %
WPC
551
Wedmont Private Capital
Pennsylvania
$552K +$87.5K +281 +19%
WP
552
WealthPLAN Partners
Nebraska
$544K – – –
JIC
553
Johnson Investment Counsel
Ohio
$542K +$183K +606 +51%
SWP
554
Stratos Wealth Partners
Ohio
$540K -$36.3K -120 -6%
CIC
555
Carnegie Investment Counsel
Ohio
$531K -$7.86K -26 -1%
H
556
HoyleCohen
California
$528K -$5.74K -19 -1%
BWM
557
Biltmore Wealth Management
Arizona
$526K +$5.44K +18 +1%
Man Group
558
Man Group
United Kingdom
$520K -$10.8M -38,680 Closed
SAM
559
Summit Asset Management
Tennessee
$520K – – –
SG
560
Stonnington Group
California
$518K – – –
HBT
561
Heartland Bank & Trust
Illinois
$515K +$34.1K +113 +7%
WC
562
Winmill & Co
New York
$514K – – –
DTL
563
Dynamic Technology Lab
Singapore
$512K +$251K +828 +96%
WT
564
Whittier Trust
California
$508K – – –
EA
565
Ellsworth Advisors
Ohio
$507K +$130K +432 +35%
II
566
Inspire Investing
Idaho
$503K -$163K -540 -24%
EWA
567
EP Wealth Advisors
California
$500K +$393K +4,753 +368%
QCG
568
Quadrant Capital Group
Ohio
$499K +$90.3K +299 +22%
GFP
569
Gryphon Financial Partners
Ohio
$492K +$10.9K +36 +2%
SBF
570
Sara-Bay Financial
Florida
$491K -$13.6K -45 -3%
AB
571
Atlas Brown
Kentucky
$489K +$121K +400 +33%
RG
572
Rathbones Group
United Kingdom
$489K – – –
PCIA
573
Prime Capital Investment Advisors
Kansas
$489K +$489K +1,619 New
PP
574
Paloma Partners
Connecticut
$485K +$485K +1,606 New
PCOC
575
Power Corp of Canada
Canada
$485K +$242K +846 +100%
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