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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 %
SAM
601
Summit Asset Management
Tennessee
$502K – – –
AB
602
Atlas Brown
Kentucky
$502K +$29.2K +100 +6%
WPC
603
Wedmont Private Capital
Pennsylvania
$500K -$34.1K -113 -6%
WC
604
Winmill & Co
New York
$496K – – –
CT
605
Cambridge Trust
Massachusetts
$490K -$62.5K -214 -11%
FIA
606
Foundations Investment Advisors
Arizona
$485K +$283K +969 +140%
GFP
607
Gryphon Financial Partners
Ohio
$480K +$4.67K +16 +1%
FFS
608
Founders Financial Securities
Maryland
$478K +$478K +1,637 New
SIG
609
Stonegate Investment Group
Alabama
$473K +$151K +517 +47%
SCA
610
Snowden Capital Advisors
New York
$472K -$109K -375 -19%
II
611
Inspire Investing
Idaho
$469K -$16.9K -58 -3%
AIS
612
American Investment Services
Massachusetts
$464K – – –
DI
613
DFPG Investments
Utah
$459K +$219K +748 +91%
WT
614
Whittier Trust
California
$459K -$32.1K -110 -7%
HBT
615
Heartland Bank & Trust
Illinois
$456K -$41.7K -143 -8%
BFC
616
Blue Fin Capital
Rhode Island
$455K -$1.17K -4 -0.3%
RWM
617
Ritholtz Wealth Management
New York
$451K -$1.12M -3,850 -71%
GCM
618
Gallacher Capital Management
Colorado
$450K +$38.5K +132 +9%
RA
619
RFG Advisory
Alabama
$450K +$93.1K +319 +26%
CTA
620
Chesley Taft & Associates
Illinois
$449K -$2.34K -8 -0.5%
TPCW
621
TD Private Client Wealth
New York
$449K +$253K +868 +130%
CTC
622
Central Trust Company
Missouri
$448K +$303K +1,038 +208%
SC
623
SRB Corp
Massachusetts
$444K +$88.1K +302 +25%
MNBTD
624
Moody National Bank Trust Division
Texas
$438K – – –
GC
625
Garde Capital
Washington
$438K +$438K +1,500 New
23 24
25
26 27