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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 %
IA
701
IFP Advisors
Florida
$315K +$187K +641 +146%
EF
702
Empowered Funds
Pennsylvania
$315K +$119K +409 +61%
EST
703
EA Series Trust
Pennsylvania
$315K +$315K +1,078 New
AAS
704
Ameritas Advisory Services
Nebraska
$313K -$81.6K -284 -21%
CAC
705
Certified Advisory Corp
Florida
$312K +$64.5K +221 +26%
EWM
706
Empirical Wealth Management
Washington
$308K -$61.9K -212 -17%
PCFFS
707
Pacific Center for Financial Services
California
$307K – – –
MMG
708
Monetary Management Group
Missouri
$306K – – –
TCBWMS
709
Texas Capital Bank Wealth Management Services
Texas
$306K +$306K +1,048 New
EFS
710
Essex Financial Services
Connecticut
$306K -$26.3K -90 -8%
WOC
711
West Oak Capital
California
$306K – – –
PWM
712
Peterson Wealth Management
Nevada
$305K +$305K +1,044 New
SXL
713
Summit X LLC
Missouri
$303K – – –
SIM
714
Sentry Investment Management
Wisconsin
$303K – – –
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
CI
716
CX Institutional
Indiana
$302K +$302K +1,036 New
BFA
717
Bill Few Associates
Pennsylvania
$302K +$29.2K +100 +11%
DWT
718
Dorsey & Whitney Trust
South Dakota
$302K +$302K +1,034 New
IPW
719
Impact Partnership Wealth
Georgia
$299K +$299K +1,023 New
PA
720
Pinnacle Associates
New York
$296K +$26K +89 +10%
ST
721
Spinnaker Trust
Maine
$294K – – –
EWA
722
Etesian Wealth Advisors
Oregon
$292K – – –
DZ Bank
723
DZ Bank
Germany
$292K +$146K +500 +100%
RC
724
RBF Capital
California
$292K +$292K +1,000 New
S
725
SimplyRich
California
$290K +$7.58K +26 +3%
27 28
29
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