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Public Storage

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
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
701
Baker Tilly Wealth Management
Wisconsin
$286K -$364K -1,380 -56%
SG
702
Sharper & Granite
California
$285K -$22.4K -85 -7%
CAC
703
Certified Advisory Corp
Florida
$282K +$263 +1 +0.1%
CIBC Private Wealth Group
704
CIBC Private Wealth Group
Georgia
$279K +$279K +1,057 New
EFS
705
Essex Financial Services
Connecticut
$278K +$2.11K +8 +0.8%
MMG
706
Monetary Management Group
Missouri
$277K
SXL
707
Summit X LLC
Missouri
$277K +$2.9K +11 +1%
WOC
708
West Oak Capital
California
$276K
TC
709
Trust Company
Kansas
$273K +$40.3K +153 +17%
BFA
710
Bill Few Associates
Pennsylvania
$272K
T
711
TOBAM
France
$270K +$32.7K +124 +14%
WA
712
WESPAC Advisors
California
$268K +$268K +1,016 New
ST
713
Spinnaker Trust
Maine
$266K
TSS
714
Two Sigma Securities
New York
$265K +$265K +1,007 New
AWA
715
Arkadios Wealth Advisors
Georgia
$265K +$4.74K +18 +2%
EWA
716
Etesian Wealth Advisors
Oregon
$264K
DZ Bank
717
DZ Bank
Germany
$264K
RC
718
RBF Capital
California
$264K
CA
719
Cresta Advisors
Texas
$264K +$264K +1,000 New
CC
720
Centiva Capital
New York
$263K +$263K +997 New
AG
721
Ascent Group
Virginia
$263K -$932K -3,780 -78%
S
722
SimplyRich
California
$262K
LC
723
Lindbrook Capital
California
$262K +$45.9K +174 +21%
LFAS
724
Level Four Advisory Services
Texas
$261K +$7.64K +29 +3%
HL
725
HeadInvest LLC
Maine
$261K