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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 %
LC
701
Lindbrook Capital
California
$267K +$12.4K +41 +5%
HKIMG
702
Hutchens & Kramer Investment Management Group
Indiana
$266K -$35K -116 -12%
MWM
703
Mission Wealth Management
California
$265K +$6.65K +22 +3%
IAG
704
Investmark Advisory Group
Connecticut
$264K +$1.81K +6 +0.7%
AWM
705
Apollon Wealth Management
South Carolina
$262K -$1.21K -4 -0.5%
IWM
706
IHT Wealth Management
Illinois
$260K -$12.1K -40 -4%
IG
707
ING Group
Netherlands
$260K +$260K +861 New
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$260K +$11.5K +38 +5%
ADMI
709
Albert D. Mason Inc
Massachusetts
$259K +$259K +856 New
WCM
710
Windham Capital Management
Massachusetts
$259K +$11.5K +38 +5%
CC
711
Commons Capital
Massachusetts
$258K -$131K -435 -34%
CAC
712
Certified Advisory Corp
Florida
$257K – – –
T
713
TNF
Montana
$256K -$73.4K -249 -22%
SW
714
SVB Wealth
Massachusetts
$253K -$17.8K -59 -7%
NGA
715
Naples Global Advisors
Florida
$252K -$30.2K -100 -11%
EM
716
Excalibur Management
Massachusetts
$251K – – –
WS
717
Wedbush Securities
California
$250K -$42.9K -142 -15%
CW
718
CreativeOne Wealth
Kansas
$248K +$8.47K +28 +4%
DI
719
DFPG Investments
Utah
$248K -$2.12K -7 -0.8%
GGI
720
Godsey & Gibb Inc
Virginia
$246K +$246K +813 New
MMA
721
Miracle Mile Advisors
California
$246K +$19.3K +64 +9%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$20.5K +68 +9%
ECM
723
Evergreen Capital Management
Washington
$238K +$238K +789 New
WCWM
724
Willow Creek Wealth Management
California
$238K – – –
P
725
Pitcairn
Pennsylvania
$238K +$12.4K +41 +5%
27 28
29
30 31