PSA icon

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 %
SS
576
Simplicity Solutions
Minnesota
$562K -$66K -226 -11%
USCWA
577
U.S. Capital Wealth Advisors
Texas
$562K +$292 +1 +0.1%
CI
578
Cigna Investments
Connecticut
$557K +$2.93K +10 +0.5%
SFS
579
Strategic Financial Services
New York
$557K – – –
AF
580
Arrow Financial
New York
$555K – – –
TWI
581
Thomas White International
Illinois
$554K – – –
CCM
582
Cullen Capital Management
New York
$552K – – –
SBF
583
Sara-Bay Financial
Florida
$551K +$77.3K +265 +16%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$550K – – –
BC
585
Bartlett & Co
Ohio
$550K – – –
AIP
586
Ameritas Investment Partners
Nebraska
$548K -$20.1K -69 -4%
CCM
587
Coldstream Capital Management
Washington
$546K +$292 +1 +0.1%
KAS
588
Kestra Advisory Services
Texas
$546K +$546K +1,869 New
PBC
589
Pavion Blue Capital
California
$543K +$251K +860 +86%
GCMG
590
Gyroscope Capital Management Group
Florida
$542K -$26.3K -90 -5%
WP
591
WealthPLAN Partners
Nebraska
$525K – – –
EA
592
Ellsworth Advisors
Ohio
$521K +$30.6K +105 +6%
DF
593
Donoghue Forlines
Massachusetts
$517K +$517K +1,772 New
SWP
594
Stratos Wealth Partners
Ohio
$517K -$4.67K -16 -0.9%
CIC
595
Carnegie Investment Counsel
Ohio
$516K +$3.21K +11 +0.6%
KFA
596
Krane Funds Advisors
New York
$515K +$515K +1,763 New
GT
597
Greenleaf Trust
Michigan
$513K -$62.8K -215 -11%
UH
598
Unigestion Holding
Switzerland
$512K -$39.5K -137 -7%
H
599
HoyleCohen
California
$510K +$584 +2 +0.1%
GWM
600
Geneos Wealth Management
Colorado
$503K +$232K +795 +85%
22 23
24
25 26