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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 %
MAM
676
Meeder Asset Management
Ohio
$342K -$18.7K -64 -5%
SG
677
Sharper & Granite
California
$341K – – –
EP
678
Edgestream Partners
New Jersey
$340K +$340K +1,165 New
SC
679
Savant Capital
Illinois
$339K +$30.1K +103 +10%
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$336K -$7.3K -25 -2%
CIS
681
Connors Investor Services
Pennsylvania
$336K – – –
LFM
682
LGT Fund Management
Liechtenstein
$336K – – –
TNA
683
True North Advisors
Texas
$334K +$334K +1,146 New
AWE
684
Avidian Wealth Enterprises
Texas
$334K +$41.7K +143 +14%
I
685
InceptionR
California
$331K +$331K +1,133 New
DG
686
DMC Group
Alabama
$330K -$5.55K -19 -2%
OIA
687
OneDigital Investment Advisors
Kansas
$330K +$18.4K +63 +6%
MFC
688
Mechanics Financial Corp
Ohio
$329K +$329K +1,126 New
LIM
689
Longfellow Investment Management
Massachusetts
$326K +$13.1K +45 +4%
ADMI
690
Albert D. Mason Inc
Massachusetts
$325K +$74.8K +256 +30%
GS
691
GTS Securities
New York
$325K +$325K +1,112 New
AF
692
Advisornet Financial
Minnesota
$324K -$292 -1 -0.1%
GAM
693
Gotham Asset Management
New York
$323K -$1.2M -4,117 -79%
WPP
694
Whalerock Point Partners
Rhode Island
$323K +$5.84K +20 +2%
TCOV
695
Trust Company of Vermont
Vermont
$321K -$9.34K -32 -3%
DA
696
Denali Advisors
California
$321K +$321K +1,100 New
CF
697
Cantor Fitzgerald
New York
$320K +$5.84K +20 +2%
WCG
698
Weaver Consulting Group
California
$319K – – –
RWP
699
Ridgecrest Wealth Partners
California
$317K – – –
DA
700
Doliver Advisors
Texas
$316K +$9.34K +32 +3%
26 27
28
29 30