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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 %
UH
601
Unigestion Holding
Switzerland
$469K – – –
H
602
HoyleCohen
California
$461K +$527 +2 +0.1%
JAG
603
Journey Advisory Group
Kentucky
$459K -$184K -700 -29%
AB
604
Atlas Brown
Kentucky
$453K – – –
SAM
605
Summit Asset Management
Tennessee
$453K – – –
WC
606
Winmill & Co
New York
$448K – – –
GT
607
Greenleaf Trust
Michigan
$445K -$18.2K -69 -4%
JCM
608
Jacobi Capital Management
Pennsylvania
$441K +$60.1K +228 +16%
CI
609
Cigna Investments
Connecticut
$441K -$59.7K -227 -12%
GCM
610
Gallacher Capital Management
Colorado
$439K +$32.4K +123 +8%
II
611
Inspire Investing
Idaho
$433K +$10K +38 +2%
CT
612
Cambridge Trust
Massachusetts
$431K -$11.9K -45 -3%
WT
613
Whittier Trust
California
$429K +$14.2K +54 +3%
EI
614
Ethic Inc
New York
$428K -$1.22M -4,631 -74%
WPC
615
White Pine Capital
Minnesota
$423K +$88.3K +335 +26%
DA
616
Denali Advisors
California
$422K +$132K +500 +45%
TPCW
617
TD Private Client Wealth
New York
$420K +$15K +57 +4%
HBT
618
Heartland Bank & Trust
Illinois
$418K +$6.06K +23 +1%
MAS
619
Meeder Advisory Services
Ohio
$417K -$158K -599 -27%
FIA
620
Foundations Investment Advisors
Arizona
$413K -$25K -95 -6%
CCS
621
Concentric Capital Strategies
Connecticut
$412K +$412K +1,565 New
BFC
622
Blue Fin Capital
Rhode Island
$408K -$2.37K -9 -0.6%
CTA
623
Chesley Taft & Associates
Illinois
$406K – – –
DS
624
DRW Securities
Illinois
$405K +$405K +1,535 New
BAM
625
Belpointe Asset Management
Nevada
$405K +$405K +1,536 New
23 24
25
26 27