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Public Storage
PSA

Overview Fund Activity

950 hedge funds and large institutions have $38.7B invested in Public Storage in 2022 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 342 increasing their positions, 345 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+25
Holders Change %
+2.7%
% of All Funds
15.33%
Holding in Top 10
19
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-29.63%
% of All Funds
0.31%
New
114
Increased
342
Reduced
345
Closed
71
Calls
$68.6M
Puts
$58.3M
Net Calls
+$10.3M
Net Calls Change
-$60.5M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$238M
2
Invesco
Invesco
Georgia
$268M
3
American Century Companies
American Century Companies
Missouri
$372M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.01B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.3B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.51B
2
BlackRock
BlackRock
New York
$4.7B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$431M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$15.2M
5
Man Group
Man Group
United Kingdom
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCP
601
Mirador Capital Partners
California
$396K +$280 +1 +0.1%
MCM
602
MAI Capital Management
Ohio
$394K -$79.9K -285 -17%
PIM
603
Perpetual Investment Management
Australia
$392K – – –
BHBT
604
Burke & Herbert Bank & Trust
Virginia
$391K -$3.65K -13 -0.9%
CWM
605
Chesapeake Wealth Management
Virginia
$389K +$106K +378 +37%
BJL
606
Brighton Jones LLC
Washington
$389K -$6.44K -23 -2%
RWM
607
Ritholtz Wealth Management
New York
$388K -$384K -1,371 -50%
JWCA
608
J.W. Cole Advisors
Florida
$386K -$34.5K -123 -8%
MBTD
609
Mechanics Bank - Trust Department
California
$383K – – –
HT
610
HighTower Trust
Texas
$381K +$3.06K +11 +0.8%
QCG
611
Quadrant Capital Group
Ohio
$379K -$54.9K -196 -13%
FRM
612
Fox Run Management
Connecticut
$379K +$379K +1,353 New
JCM
613
Jacobi Capital Management
Pennsylvania
$376K +$4.2K +15 +1%
LWAC
614
Laurel Wealth Advisors (California)
California
$374K – – –
IWC
615
Integrated Wealth Concepts
Massachusetts
$374K +$47K +168 +14%
MG
616
Mather Group
Illinois
$374K +$85.8K +306 +30%
EWM
617
Empirical Wealth Management
Washington
$372K +$86.3K +308 +30%
BO
618
Bank OZK
Arkansas
$367K – – –
SWA
619
Stratos Wealth Advisors
Ohio
$365K -$1.12K -4 -0.3%
CI
620
Conning Inc
Connecticut
$364K -$1.68K -6 -0.5%
BWA
621
Blodgett Wealth Advisors
California
$364K – – –
EWA
622
EP Wealth Advisors
California
$361K +$361K +1,290 New
CC
623
Commons Capital
Massachusetts
$361K +$1.4K +5 +0.4%
RCM
624
RNC Capital Management
California
$361K – – –
CG
625
Caprock Group
Idaho
$359K -$106K -379 -23%
23 24
25
26 27