PSA icon

Public Storage
PSA

Overview Fund Activity

718 hedge funds and large institutions have $28.2B invested in Public Storage in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 240 increasing their positions, 292 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
-35
Holders Change %
-4.65%
% of All Funds
15.86%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.35%
New
69
Increased
240
Reduced
292
Closed
95
Calls
$75.5M
Puts
$179M
Net Calls
-$103M
Net Calls Change
-$235M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.58B
2
Lazard Asset Management
Lazard Asset Management
New York
$328M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$450M
4
Victory Capital Management
Victory Capital Management
Texas
$432M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$335M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$49.1M
2
Bank of America
Bank of America
North Carolina
$422M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$119M
4
Ameriprise
Ameriprise
Minnesota
$45.4M
5
Barclays
Barclays
United Kingdom
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
676
Sutton Wealth Advisors
Florida
$7.75K +$2.58K +13 +50%
GWS
677
Glassman Wealth Services
Virginia
$7K -$3.2K -16 -31%
CFN
678
Cordasco Financial Network
Florida
$7K – – –
MAWCM
679
Mine & Arao Wealth Creation & Management
California
$7K – – –
EWP
680
Engrave Wealth Partners
Texas
$7K – – –
JFA
681
JNBA Financial Advisors
Minnesota
$6K – – –
MA
682
MUFG Americas
New York
$6K – – –
GSWM
683
Golden State Wealth Management
California
$6K +$6K +31 New
TFO
684
Tarbox Family Office
California
$5K -$2.04K -11 -29%
SJIM
685
St. Johns Investment Management
Florida
$5K – – –
FWM
686
FSA Wealth Management
Massachusetts
$5K – – –
EI
687
Ellevest Inc
New York
$5K +$4.58K +22 +1,100%
BWM
688
BerganKDV Wealth Management
Minnesota
$4K – – –
POIA
689
Pin Oak Investment Advisors
Texas
$4K – – –
CI
690
CX Institutional
Indiana
$4K +$400 +2 +11%
IFAM
691
Institutional & Family Asset Management
Colorado
$4K +$1.05K +5 +36%
KPW
692
Kore Private Wealth
New York
$4K +$3.09K +17 +340%
TC
693
Trust Company
Kansas
$4K +$4K +20 New
OAJ
694
Ogorek Anthony Joseph
New York
$3K -$25K -125 -89%
FBT
695
First Bank & Trust
South Dakota
$3K -$5.6K -28 -65%
PW
696
Price Wealth
Texas
$3K – – –
RIA
697
RPG Investment Advisory
California
$3K – – –
HIM
698
Hillsdale Investment Management
Ontario, Canada
$3K – – –
PA
699
Procyon Advisors
Connecticut
$3K – – –
TWA
700
TCI Wealth Advisors
Arizona
$3K +$176 +1 +6%
26 27
28
29 30