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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 %
WR
626
WD Rutherford
Oregon
$404K +$404K +1,532 New
MNBTD
627
Moody National Bank Trust Division
Texas
$403K +$6.85K +26 +2%
GFP
628
Gryphon Financial Partners
Ohio
$402K -$31.4K -119 -7%
NIM
629
NEOS Investment Management
Connecticut
$395K +$395K +1,498 New
CCM
630
Coldstream Capital Management
Washington
$392K -$101K -382 -20%
Credit Agricole
631
Credit Agricole
France
$392K +$392K +1,488 New
BP
632
Ballentine Partners
Massachusetts
$392K +$79.8K +303 +26%
CTC
633
Central Trust Company
Missouri
$390K -$14.5K -55 -4%
DI
634
DFPG Investments
Utah
$390K +$3.21K +13 +0.8%
BJL
635
Brighton Jones LLC
Washington
$389K +$3.69K +14 +1%
CA
636
Cornerstone Advisory
Maryland
$381K +$527 +2 +0.1%
GWMIA
637
Global Wealth Management Investment Advisory
Florida
$379K +$27.7K +105 +8%
IA
638
Inspire Advisors
Idaho
$379K +$26.1K +99 +7%
BL
639
Balentine LLC
Georgia
$375K -$163K -618 -30%
MCP
640
Mirador Capital Partners
California
$374K +$264 +1 +0.1%
LAIC
641
Lederer & Associates Investment Counsel
California
$373K – – –
MYIA
642
Mount Yale Investment Advisors
Colorado
$369K -$7.12K -27 -2%
CWM
643
Chesapeake Wealth Management
Virginia
$368K -$18.7K -71 -5%
SFI
644
SPC Financial Inc
Maryland
$368K -$13.2K -50 -3%
EHC
645
Everett Harris & Co
California
$367K – – –
MBTD
646
Mechanics Bank - Trust Department
California
$364K +$3.95K +15 +1%
BFG
647
Bleakley Financial Group
New Jersey
$364K -$144K -546 -28%
SS
648
Simplicity Solutions
Minnesota
$364K -$144K -545 -28%
IWM
649
IHT Wealth Management
Illinois
$363K +$49K +186 +16%
EF
650
Empowered Funds
Pennsylvania
$357K +$72.5K +275 +26%
24 25
26
27 28