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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 %
AWM
676
Apollon Wealth Management
South Carolina
$316K -$24.5K -93 -7%
M
677
MOTCO
Texas
$311K – – –
ATC
678
Argent Trust Co
Tennessee
$310K +$126K +480 +69%
SFA
679
Sequoia Financial Advisors
Ohio
$310K -$41.1K -156 -12%
SWA
680
Stratos Wealth Advisors
Ohio
$307K -$37.4K -142 -11%
EH
681
Equitable Holdings
New York
$307K +$307K +1,164 New
QCG
682
Quadrant Capital Group
Ohio
$305K -$25.8K -98 -8%
EP
683
Edgestream Partners
New Jersey
$305K -$1.85K -7 -0.6%
SF
684
Summit Financial
New Jersey
$305K +$305K +1,157 New
ADMI
685
Albert D. Mason Inc
Massachusetts
$304K +$10.8K +41 +4%
NP
686
Nilsine Partners
Colorado
$304K -$25.3K -96 -8%
OIA
687
OneDigital Investment Advisors
Kansas
$304K +$6.06K +23 +2%
SIA
688
Schechter Investment Advisors
Michigan
$303K -$226K -859 -43%
CIS
689
Connors Investor Services
Pennsylvania
$303K – – –
ACP
690
Aveo Capital Partners
Colorado
$301K -$27.9K -106 -8%
DG
691
DMC Group
Alabama
$298K – – –
SCA
692
Snowden Capital Advisors
New York
$295K -$132K -499 -31%
LIM
693
Longfellow Investment Management
Massachusetts
$295K – – –
TCOV
694
Trust Company of Vermont
Vermont
$293K +$2.64K +10 +0.9%
WPP
695
Whalerock Point Partners
Rhode Island
$291K – – –
AF
696
Advisornet Financial
Minnesota
$291K -$1.85K -7 -0.6%
VSQM
697
V-Square Quantitative Management
Illinois
$289K +$173K +655 +148%
EWM
698
Empirical Wealth Management
Washington
$289K +$11.3K +43 +4%
WCG
699
Weaver Consulting Group
California
$288K – – –
RWP
700
Ridgecrest Wealth Partners
California
$286K – – –
26 27
28
29 30