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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 %
MCM
576
MAI Capital Management
Ohio
$483K +$57.7K +191 +14%
SAM
577
Shell Asset Management
Netherlands
$483K +$17.5K +58 +4%
SIA
578
Schechter Investment Advisors
Michigan
$479K +$6.04K +20 +1%
CF
579
Clarity Financial
Texas
$474K -$4.68M -15,500 -91%
Marshall Wace
580
Marshall Wace
United Kingdom
$473K -$16.3M -53,923 -97%
CTA
581
Chesley Taft & Associates
Illinois
$468K +$2.42K +8 +0.5%
CG
582
Cutler Group
California
$465K +$465K +1,542 New
MGIA
583
Moneta Group Investment Advisors
Missouri
$463K +$152K +504 +49%
SFS
584
Sowell Financial Services
Arkansas
$460K +$460K +1,522 New
MYIA
585
Mount Yale Investment Advisors
Colorado
$455K +$26.3K +87 +6%
RPC
586
Rossmore Private Capital
Connecticut
$454K -$249K -823 -35%
MNBTD
587
Moody National Bank Trust Division
Texas
$454K – – –
BFC
588
Blue Fin Capital
Rhode Island
$453K +$10.2K +35 +2%
WAM
589
Wolverine Asset Management
Illinois
$447K +$400K +1,324 +843%
AIS
590
American Investment Services
Massachusetts
$446K – – –
CIM
591
Cambria Investment Management
California
$444K +$63.4K +210 +17%
MCP
592
Mirador Capital Partners
California
$442K +$15.4K +51 +4%
LAIC
593
Lederer & Associates Investment Counsel
California
$441K – – –
1IA
594
1834 Investment Advisors
Wisconsin
$440K +$106K +351 +32%
CA
595
Cornerstone Advisory
Maryland
$436K +$169K +559 +63%
JCM
596
Jacobi Capital Management
Pennsylvania
$428K +$22.7K +75 +6%
CWM
597
Chesapeake Wealth Management
Virginia
$427K +$6.95K +23 +2%
GCM
598
Gallacher Capital Management
Colorado
$426K +$96.1K +318 +29%
HGERS
599
Householder Group Estate & Retirement Specialist
Arizona
$426K -$7.85K -26 -2%
JWCA
600
J.W. Cole Advisors
Florida
$422K +$5.14K +17 +1%
22 23
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