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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 %
FIA
751
Foundations Investment Advisors
Arizona
$209K +$209K +692 New
IFWM
752
Institute for Wealth Management
Colorado
$209K +$209K +691 New
SAM
753
Secure Asset Management
Michigan
$207K -$48K -159 -19%
RIA
754
Realta Investment Advisors
Delaware
$205K +$205K +680 New
PCS
755
Personal CFO Solutions
New Jersey
$205K +$205K +678 New
TPCW
756
TD Private Client Wealth
New York
$202K +$49.9K +165 +33%
EF
757
Empowered Funds
Pennsylvania
$202K +$202K +669 New
BAM
758
Belpointe Asset Management
Nevada
$201K +$25.1K +83 +14%
PFO
759
Pathstone Family Office
New Jersey
$201K -$744K -2,440 -79%
CPIG
760
Chicago Partners Investment Group
Illinois
$201K +$2.88K +10 +1%
CT
761
Clearstead Trust
Maine
$194K -$2.12K -7 -1%
C
762
Covestor
United Kingdom
$193K +$71.3K +236 +59%
CFFP
763
Center for Financial Planning
Michigan
$192K – – –
VNA
764
Valley National Advisers
Pennsylvania
$186K – – –
WT
765
Washington Trust
Rhode Island
$186K – – –
PTC
766
Private Trust Company
Ohio
$182K +$48.3K +160 +36%
CFGS
767
Concourse Financial Group Securities
Alabama
$182K -$25.4K -84 -12%
JWM
768
Janiczek Wealth Management
Colorado
$181K -$3.48K -12 -2%
BTI
769
Blue Trust Inc
Georgia
$175K -$19.9K -71 -10%
CFB
770
Cullen/Frost Bankers
Texas
$173K +$24.2K +80 +16%
CFD
771
Creative Financial Designs
Indiana
$171K – – –
NP
772
Ninepoint Partners
Ontario, Canada
$170K -$27.2K -90 -14%
EWM
773
Evermay Wealth Management
Virginia
$159K +$31.4K +104 +25%
GBT
774
Grove Bank & Trust
Florida
$155K -$3.02K -10 -2%
DZ Bank
775
DZ Bank
Germany
$151K -$89.7K -297 -37%
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