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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 %
TA
576
TKG Advisors
Indiana
$529K +$529K +2,008 New
CM
577
Cercano Management
Washington
$523K – – –
VAS
578
Vestmark Advisory Solutions
Massachusetts
$519K -$426K -1,618 -45%
BWM
579
Biltmore Wealth Management
Arizona
$513K +$5.8K +22 +1%
SFS
580
Strategic Financial Services
New York
$513K – – –
GCMG
581
Gyroscope Capital Management Group
Florida
$510K +$21.1K +80 +4%
FTDI
582
First Trust Direct Indexing
Massachusetts
$509K -$21.1K -80 -4%
USCWA
583
U.S. Capital Wealth Advisors
Texas
$507K -$264 -1 -0.1%
AF
584
Arrow Financial
New York
$501K – – –
CG
585
Colony Group
Massachusetts
$500K -$771K -2,927 -61%
KFA
586
Krane Funds Advisors
New York
$500K +$35.1K +133 +8%
GS
587
GTS Securities
New York
$499K +$206K +782 +70%
CCM
588
Cullen Capital Management
New York
$498K – – –
SFB
589
STAR Financial Bank
Indiana
$498K +$167K +635 +51%
BC
590
Bartlett & Co
Ohio
$497K – – –
BCWM
591
Bartlett & Co Wealth Management
Ohio
$497K – – –
SBF
592
Sara-Bay Financial
Florida
$493K -$4.48K -17 -0.9%
GWM
593
Geneos Wealth Management
Colorado
$492K +$37.1K +141 +8%
CIC
594
Carnegie Investment Counsel
Ohio
$488K +$22.1K +84 +5%
IP
595
Ignite Planners
California
$488K +$488K +1,884 New
AIP
596
Ameritas Investment Partners
Nebraska
$481K -$13.4K -51 -3%
SIG
597
Stonegate Investment Group
Alabama
$479K +$52.5K +199 +12%
SFM
598
Signet Financial Management
New Jersey
$476K +$476K +1,805 New
WP
599
WealthPLAN Partners
Nebraska
$474K – – –
AIS
600
American Investment Services
Massachusetts
$471K +$52.4K +199 +13%
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