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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 %
TPWA
726
TRUE Private Wealth Advisors
Oregon
$261K +$264 +1 +0.1%
FCMT
727
Founders Capital Management (Texas)
Texas
$260K
SC
728
Savant Capital
Illinois
$256K -$50.1K -190 -16%
SCM
729
Shelton Capital Management
Colorado
$254K
OA
730
Oxbow Advisors
Texas
$253K
PCFFS
731
Pacific Center for Financial Services
California
$252K -$25.6K -97 -9%
SFG
732
Sovereign Financial Group
Connecticut
$251K -$1.58K -6 -0.6%
CG
733
Caprock Group
Idaho
$246K -$87.8K -333 -26%
PFA
734
Pure Financial Advisors
California
$246K +$246K +934 New
HGERS
735
Householder Group Estate & Retirement Specialist
Arizona
$245K +$245K +930 New
AHC
736
Adell Harriman & Carpenter
Texas
$245K
JIC
737
Johnson Investment Counsel
Ohio
$244K -$125K -476 -34%
TNA
738
True North Advisors
Texas
$241K -$60.6K -230 -20%
SIM
739
Sentry Investment Management
Wisconsin
$241K -$33K -125 -12%
TI
740
Truepoint Inc
Ohio
$241K +$241K +914 New
SC
741
Slow Capital
California
$241K -$19.8K -75 -8%
AAIS
742
ABN AMRO Investment Solutions
$241K +$241K +914 New
HA
743
Herold Advisors
New York
$240K +$240K +910 New
RIA
744
Richwood Investment Advisors
Ohio
$239K
WS
745
Wedbush Securities
California
$239K +$16.3K +62 +7%
SC
746
Syon Capital
California
$237K +$237K +899 New
FMLI
747
Fukoku Mutual Life Insurance
Japan
$237K
SPC
748
Sigma Planning Corp
Michigan
$235K +$7.12K +27 +3%
AAS
749
Ameritas Advisory Services
Nebraska
$234K -$55.9K -210 -19%
CB
750
Cadence Bank
Mississippi
$233K