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 %
FMAEN1
551
Fund Management at Engine No 1
California
$596K +$53.8K +204 +10%
KPWS
552
Kestra Private Wealth Services
Texas
$596K +$596K +2,262 New
GDP
553
Great Diamond Partners
Maine
$588K +$527 +2 +0.1%
WRPWM
554
Werba Rubin Papier Wealth Management
California
$583K – – –
PA
555
Parallel Advisors
California
$576K +$2.9K +11 +0.5%
SWP
556
Stratos Wealth Partners
Ohio
$571K +$105K +398 +22%
Lido Advisors
557
Lido Advisors
California
$571K +$15.6K +59 +3%
SG
558
StoneX Group
New York
$569K +$23.2K +88 +4%
ETC
559
Exchange Traded Concepts
Oklahoma
$568K +$26.6K +101 +5%
RJT
560
Raymond James Trust
Florida
$565K +$34.5K +131 +7%
CCA
561
Checchi Capital Advisers
California
$563K -$120K -457 -18%
EWA
562
EP Wealth Advisors
California
$560K -$105M -397,875 -99%
CBNLCF
563
Cognios Beta Neutral Large Cap Fund
Kansas
$558K -$76.4K -290 -12%
RAM
564
Ramirez Asset Management
New York
$553K +$553K +2,099 New
PA
565
PFG Advisors
Arizona
$544K -$1.95M -7,399 -78%
RSWM
566
Robertson Stephens Wealth Management
California
$544K +$287K +1,089 +112%
TCBWMS
567
Texas Capital Bank Wealth Management Services
Texas
$544K +$267K +1,015 +97%
RPCONE
568
Retirement Planning Company of New England
Rhode Island
$540K +$540K +2,049 New
BFG
569
Berger Financial Group
Minnesota
$539K -$22.7K -86 -4%
GVAG
570
Great Valley Advisor Group
Delaware
$536K +$2.37K +9 +0.4%
PMA
571
Prudent Man Advisors
Illinois
$533K – – –
PGFC
572
Peapack-Gladstone Financial Corp
New Jersey
$532K +$229K +868 +75%
BCM
573
Bayesian Capital Management
New York
$531K +$531K +2,014 New
GSC
574
G&S Capital
Colorado
$531K +$531K +2,014 New
HGWM
575
Horst & Graben Wealth Management
Oregon
$531K – – –
21 22
23
24 25