PSA icon

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 %
RCM
651
RNC Capital Management
California
$377K – – –
AWM
652
Apollon Wealth Management
South Carolina
$377K +$123K +423 +49%
HH
653
Hilltop Holdings
Texas
$376K +$376K +1,287 New
SC
654
Scotia Capital
Ontario, Canada
$375K +$375K +1,285 New
FM
655
Foster & Motley
Ohio
$374K +$374K +1,281 New
S
656
SignatureFD
Georgia
$371K -$31.8K -109 -8%
WPC
657
White Pine Capital
Minnesota
$370K +$40.9K +140 +12%
CG
658
Caprock Group
Idaho
$370K +$22.8K +78 +7%
QCG
659
Quadrant Capital Group
Ohio
$367K -$116K -396 -24%
SFB
660
STAR Financial Bank
Indiana
$366K +$366K +1,253 New
WP
661
WealthSpring Partners
California
$365K +$583 +2 +0.2%
NP
662
Nilsine Partners
Colorado
$365K +$43.5K +149 +14%
ACP
663
Aveo Capital Partners
Colorado
$364K -$9.05K -31 -2%
GC
664
Guidance Capital
Kentucky
$362K +$362K +1,262 New
BDFN
665
Bond & Devick Financial Network
Minnesota
$362K +$1.17K +4 +0.3%
HFM
666
Hartford Funds Management
Pennsylvania
$359K +$43.5K +149 +14%
MGIM
667
M&G Investment Management
United Kingdom
$352K +$56.4K +193 +19%
BIM
668
Bridgecreek Investment Management
Oklahoma
$350K – – –
IWM
669
IHT Wealth Management
Illinois
$348K +$96.3K +330 +38%
LWAM
670
Legacy Wealth Asset Management
Minnesota
$347K +$9.63K +33 +3%
OCM
671
Orleans Capital Management
Louisiana
$346K +$33.6K +115 +11%
BP
672
Ballentine Partners
Massachusetts
$345K +$345K +1,183 New
M
673
MOTCO
Texas
$344K – – –
WA
674
Wambolt & Associates
Colorado
$344K +$43.2K +148 +14%
BHBT
675
Burke & Herbert Bank & Trust
Virginia
$342K -$64.5K -221 -16%
25 26
27
28 29