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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 %
BJL
601
Brighton Jones LLC
Washington
$422K +$2.42K +8 +0.6%
BHBT
602
Burke & Herbert Bank & Trust
Virginia
$421K – – –
EHC
603
Everett Harris & Co
California
$421K -$123K -406 -23%
CAM
604
Cresset Asset Management
Illinois
$417K +$417K +1,381 New
S
605
SignatureFD
Georgia
$417K +$77.3K +256 +23%
BL
606
Balentine LLC
Georgia
$416K -$135K -447 -25%
AAS
607
Ameritas Advisory Services
Nebraska
$413K -$188K -625 -31%
MBTD
608
Mechanics Bank - Trust Department
California
$413K – – –
MC
609
Moors & Cabot
Massachusetts
$411K +$45.3K +150 +12%
MG
610
Mather Group
Illinois
$398K -$4.53K -15 -1%
BO
611
Bank OZK
Arkansas
$396K – – –
SWA
612
Stratos Wealth Advisors
Ohio
$393K -$605 -2 -0.2%
BWA
613
Blodgett Wealth Advisors
California
$393K – – –
RCM
614
RNC Capital Management
California
$390K – – –
ACP
615
Aveo Capital Partners
Colorado
$386K +$24.8K +82 +7%
HT
616
HighTower Trust
Texas
$386K – – –
EWM
617
Empirical Wealth Management
Washington
$383K -$18.1K -60 -5%
WP
618
WealthSpring Partners
California
$378K +$604 +2 +0.2%
KA
619
Kovack Advisors
Florida
$375K +$50.5K +167 +16%
MAM
620
Meeder Asset Management
Ohio
$373K +$7.25K +24 +2%
BDFN
621
Bond & Devick Financial Network
Minnesota
$373K +$1.21K +4 +0.3%
SP
622
Successful Portfolios
Florida
$373K – – –
GWMIA
623
Global Wealth Management Investment Advisory
Florida
$373K +$21.8K +72 +6%
RA
624
RFG Advisory
Alabama
$369K +$369K +1,223 New
SFI
625
SPC Financial Inc
Maryland
$369K – – –
23 24
25
26 27