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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 %
FCMT
676
Founders Capital Management (Texas)
Texas
$298K – – –
AIC
677
Archer Investment Corporation
Indiana
$298K +$107K +358 +56%
TVWM
678
Tower View Wealth Management
Wisconsin
$296K +$13K +43 +5%
PCP
679
Proficio Capital Partners
Massachusetts
$293K -$46.2K -153 -14%
WA
680
Wealth Alliance
New York
$292K +$48.7K +161 +20%
S
681
SimplyRich
California
$292K – – –
SCM
682
Shelton Capital Management
Colorado
$291K – – –
SFG
683
Sovereign Financial Group
Connecticut
$290K – – –
OA
684
Oxbow Advisors
Texas
$290K +$290K +959 New
DS
685
DRW Securities
Illinois
$288K -$94.1K -311 -25%
MOS
686
MGO One Seven
Ohio
$288K +$288K +953 New
CB
687
Cadence Bank
Mississippi
$282K – – –
BFA
688
Bill Few Associates
Pennsylvania
$282K – – –
RIA
689
Richwood Investment Advisors
Ohio
$281K – – –
GWM
690
Geneos Wealth Management
Colorado
$281K +$80.9K +268 +40%
AHC
691
Adell Harriman & Carpenter
Texas
$281K – – –
PA
692
Pinnacle Associates
New York
$280K +$8.46K +28 +3%
SG Americas Securities
693
SG Americas Securities
New York
$276K -$1.79M -5,908 -87%
CAG
694
Curtis Advisory Group
California
$276K +$12.7K +42 +5%
WFI
695
West Family Investments
California
$275K – – –
GIA
696
Gladstone Institutional Advisory
Florida
$272K +$6.35K +21 +2%
T
697
TOBAM
France
$272K +$33.3K +110 +14%
Two Sigma Advisers
698
Two Sigma Advisers
New York
$272K -$4.53M -15,000 -94%
AWA
699
Arkadios Wealth Advisors
Georgia
$269K +$269K +890 New
LFAS
700
Level Four Advisory Services
Texas
$269K +$4.53K +15 +2%
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