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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 %
MAS
551
Meeder Advisory Services
Ohio
$637K -$85.8K -294 -12%
PA
552
Parallel Advisors
California
$635K -$2.63K -9 -0.4%
BFG
553
Berger Financial Group
Minnesota
$623K +$584 +2 +0.1%
ET
554
Equitable Trust
Tennessee
$618K -$630K -2,160 -51%
DI
555
Diligent Investors
California
$616K -$10.8K -37 -2%
Lido Advisors
556
Lido Advisors
California
$615K -$20.1K -69 -3%
AM
557
AGF Management
Ontario, Canada
$614K -$761K -2,607 -55%
WCWM
558
Willow Creek Wealth Management
California
$612K +$382K +1,309 +166%
SG
559
StoneX Group
New York
$604K -$27.1K -93 -4%
FMAEN1
560
Fund Management at Engine No 1
California
$601K +$41.2K +141 +7%
ETC
561
Exchange Traded Concepts
Oklahoma
$600K -$402K -1,378 -40%
BL
562
Balentine LLC
Georgia
$595K +$194K +663 +48%
QT
563
Quantamental Technologies
New York
$593K -$246K -842 -29%
GVAG
564
Great Valley Advisor Group
Delaware
$592K +$592K +2,027 New
PMA
565
Prudent Man Advisors
Illinois
$591K +$591K +2,024 New
HGWM
566
Horst & Graben Wealth Management
Oregon
$588K – – –
RJT
567
Raymond James Trust
Florida
$588K +$2.34K +8 +0.4%
DP
568
Dearborn Partners
Illinois
$587K +$587K +2,010 New
FTDI
569
First Trust Direct Indexing
Massachusetts
$587K -$133K -456 -18%
SIA
570
Schechter Investment Advisors
Michigan
$586K +$123K +422 +27%
EWA
571
EP Wealth Advisors
California
$581K +$572K +393,957 +6,519%
CM
572
Cercano Management
Washington
$579K – – –
CIA
573
Capital Investment Advisors
Georgia
$563K -$6.13K -21 -1%
BFG
574
Bleakley Financial Group
New Jersey
$562K -$65.1K -223 -10%
BWM
575
Biltmore Wealth Management
Arizona
$562K +$54.3K +186 +11%
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