PSA icon

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 %
WPP
651
Whalerock Point Partners
Rhode Island
$328K – – –
HFM
652
Hartford Funds Management
Pennsylvania
$326K +$64.4K +213 +25%
CF
653
Cantor Fitzgerald
New York
$325K – – –
LIM
654
Longfellow Investment Management
Massachusetts
$324K – – –
OCM
655
Orleans Capital Management
Louisiana
$323K +$323K +1,070 New
JLBC
656
J.L. Bainbridge & Co
Florida
$323K +$323K +1,070 New
OIA
657
OneDigital Investment Advisors
Kansas
$322K +$11.5K +38 +4%
SC
658
Savant Capital
Illinois
$320K -$21.1K -70 -6%
SC
659
Slow Capital
California
$318K +$6.95K +23 +2%
PCFFS
660
Pacific Center for Financial Services
California
$318K +$318K +1,053 New
DA
661
Doliver Advisors
Texas
$318K +$318K +1,051 New
MMG
662
Monetary Management Group
Missouri
$317K – – –
WA
663
Wambolt & Associates
Colorado
$317K +$33.5K +109 +12%
WOC
664
West Oak Capital
California
$316K – – –
SIM
665
Sentry Investment Management
Wisconsin
$314K -$3.93K -13 -1%
SXL
666
Summit X LLC
Missouri
$314K -$19K -63 -6%
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313K – – –
GCP
668
GSA Capital Partners
United Kingdom
$313K -$235K -779 -43%
HL
669
HeadInvest LLC
Maine
$310K – – –
WC
670
Wexford Capital
Florida
$306K -$899K -2,975 -75%
MGIM
671
M&G Investment Management
United Kingdom
$306K -$313K -1,036 -51%
ST
672
Spinnaker Trust
Maine
$305K -$196K -650 -39%
EWA
673
Etesian Wealth Advisors
Oregon
$302K – – –
PBC
674
Pavion Blue Capital
California
$302K – – –
AWE
675
Avidian Wealth Enterprises
Texas
$302K +$3.32K +11 +1%
25 26
27
28 29