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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 %
CWM
626
Chesapeake Wealth Management
Virginia
$429K +$16.6K +57 +4%
BJL
627
Brighton Jones LLC
Washington
$427K +$19K +65 +5%
SFI
628
SPC Financial Inc
Maryland
$422K +$65.7K +225 +18%
JCM
629
Jacobi Capital Management
Pennsylvania
$422K +$8.75K +30 +2%
CA
630
Cornerstone Advisory
Maryland
$421K +$584 +2 +0.1%
MYIA
631
Mount Yale Investment Advisors
Colorado
$416K -$23.4K -80 -5%
MCP
632
Mirador Capital Partners
California
$414K -$12.8K -44 -3%
LAIC
633
Lederer & Associates Investment Counsel
California
$413K -$12.8K -44 -3%
CAS
634
CTC Alternative Strategies
Illinois
$412K +$412K +1,410 New
JIC
635
Johnson Investment Counsel
Ohio
$410K -$114K -391 -22%
EHC
636
Everett Harris & Co
California
$406K – – –
MLRA
637
Main Line Retirement Advisors
Montana
$404K +$404K +1,385 New
MBTD
638
Mechanics Bank - Trust Department
California
$399K – – –
IA
639
Inspire Advisors
Idaho
$392K +$36.8K +126 +10%
STA
640
Summit Trail Advisors
New York
$391K +$391K +1,338 New
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$390K +$29.5K +101 +8%
SFA
642
Sequoia Financial Advisors
Ohio
$389K +$40K +137 +11%
KA
643
Kovack Advisors
Florida
$388K +$25.1K +86 +7%
AIC
644
Archer Investment Corporation
Indiana
$383K +$92.8K +318 +32%
BO
645
Bank OZK
Arkansas
$382K – – –
SWA
646
Stratos Wealth Advisors
Ohio
$382K +$2.04K +7 +0.5%
RPC
647
Rossmore Private Capital
Connecticut
$381K -$58.4K -200 -13%
MIM
648
Morningstar Investment Management
Illinois
$380K +$380K +1,303 New
BWA
649
Blodgett Wealth Advisors
California
$379K – – –
MC
650
Moors & Cabot
Massachusetts
$377K -$19.8K -68 -5%
24 25
26
27 28