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Public Storage
PSA

Overview Fund Activity

1,057 hedge funds and large institutions have $39.6B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 442 increasing their positions, 364 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.37%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
442
Reduced
364
Closed
81
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$108M
5
Man Group
Man Group
United Kingdom
+$84.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$342M
2
Capital World Investors
Capital World Investors
California
-$117M
3
BlackRock
BlackRock
New York
-$100M
4
American Century Companies
American Century Companies
Missouri
-$94.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
676
MOTCO
Texas
$425K +$75.1K +261 +21%
IWA
677
IVC Wealth Advisors
Pennsylvania
$421K +$43.7K +152 +12%
SIG
678
Stonegate Investment Group
Alabama
$420K -$42.6K -148 -9%
BCM
679
Brookstone Capital Management
Illinois
$417K +$38.1K +123 +10%
MLRA
680
Main Line Retirement Advisors
Montana
$415K +$4.31K +15 +1%
EFS
681
Essex Financial Services
Connecticut
$413K +$87.7K +280 +27%
S
682
SignatureFD
Georgia
$413K +$50.3K +175 +14%
MCP
683
Mirador Capital Partners
California
$413K +$288 +1 +0.1%
WWS
684
Wellington Wealth Strategies
Indiana
$411K +$411K +1,427 New
CTC
685
Central Trust Company
Missouri
$405K – – –
LAIC
686
Lederer & Associates Investment Counsel
California
$404K – – –
EHC
687
Everett Harris & Co
California
$400K – – –
MOS
688
MGO One Seven
Ohio
$399K -$45.2K -157 -10%
AIS
689
American Investment Services
Massachusetts
$394K -$121K -421 -24%
QWP
690
Quotient Wealth Partners
Texas
$394K +$158K +548 +67%
EH
691
Equitable Holdings
New York
$392K -$10.9K -38 -3%
STA
692
Summit Trail Advisors
New York
$386K +$66.2K +230 +21%
BCWM
693
Bartlett & Co Wealth Management
Ohio
$384K – – –
AWM
694
Apollon Wealth Management
South Carolina
$384K +$21.3K +74 +6%
MIM
695
Morningstar Investment Management
Illinois
$382K – – –
FTWA
696
Fifth Third Wealth Advisors
Ohio
$381K +$381K +1,326 New
BFG
697
Bleakley Financial Group
New Jersey
$378K +$24.2K +84 +7%
SW
698
Simplicity Wealth
New Jersey
$378K +$25.3K +88 +7%
BO
699
Bank OZK
Arkansas
$377K – – –
LWAM
700
Legacy Wealth Asset Management
Minnesota
$376K +$21.3K +74 +6%
26 27
28
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