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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 %
HFM
651
Hartford Funds Management
Pennsylvania
$353K +$29K +110 +9%
IA
652
IFP Advisors
Florida
$349K +$63.9K +242 +22%
AIC
653
Archer Investment Corporation
Indiana
$345K – – –
BO
654
Bank OZK
Arkansas
$345K – – –
RPC
655
Rossmore Private Capital
Connecticut
$344K – – –
S
656
SignatureFD
Georgia
$344K +$8.7K +33 +3%
MIM
657
Morningstar Investment Management
Illinois
$343K – – –
CAS
658
CTC Alternative Strategies
Illinois
$343K -$29K -110 -8%
BWA
659
Blodgett Wealth Advisors
California
$343K – – –
STA
660
Summit Trail Advisors
New York
$342K -$10.3K -39 -3%
MC
661
Moors & Cabot
Massachusetts
$342K +$1.05K +4 +0.3%
KA
662
Kovack Advisors
Florida
$338K -$11.9K -45 -3%
DA
663
Doliver Advisors
Texas
$337K +$51.4K +195 +18%
GC
664
Guidance Capital
Kentucky
$335K +$12K +47 +4%
RA
665
RFG Advisory
Alabama
$333K -$73.3K -278 -18%
MAM
666
Meeder Asset Management
Ohio
$332K +$23.2K +88 +8%
PCIA
667
Prime Capital Investment Advisors
Kansas
$331K -$253K -959 -43%
AWE
668
Avidian Wealth Enterprises
Texas
$331K +$29.5K +112 +10%
WP
669
WealthSpring Partners
California
$330K – – –
BDFN
670
Bond & Devick Financial Network
Minnesota
$328K +$1.05K +4 +0.3%
MOS
671
MGO One Seven
Ohio
$322K +$76.9K +292 +31%
LWAM
672
Legacy Wealth Asset Management
Minnesota
$319K +$6.06K +23 +2%
MGIM
673
M&G Investment Management
United Kingdom
$319K – – –
JPWM
674
Jamison Private Wealth Management
Georgia
$318K +$318K +1,208 New
BIM
675
Bridgecreek Investment Management
Oklahoma
$316K – – –
25 26
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