PSA icon

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 %
SPC
751
Sigma Planning Corp
Michigan
$252K -$90.9K -311 -26%
Man Group
752
Man Group
United Kingdom
$252K +$252K +862 New
CC
753
Commons Capital
Massachusetts
$251K +$1.17K +4 +0.5%
WCM
754
Windham Capital Management
Massachusetts
$250K – – –
WS
755
Wedbush Securities
California
$247K +$4.97K +17 +2%
BEI
756
Benjamin Edwards Inc
Missouri
$246K +$239K +818 +3,272%
EM
757
Excalibur Management
Massachusetts
$242K – – –
NC
758
NBW Capital
Massachusetts
$241K +$241K +824 New
LC
759
Lindbrook Capital
California
$239K -$18.7K -64 -7%
Jacobs Levy Equity Management
760
Jacobs Levy Equity Management
New Jersey
$238K +$238K +815 New
GGI
761
Godsey & Gibb Inc
Virginia
$237K – – –
BAM
762
Byrne Asset Management
New Jersey
$236K +$212K +725 +884%
IAG
763
Investmark Advisory Group
Connecticut
$235K -$19.6K -67 -8%
SP
764
Successful Portfolios
Florida
$235K -$126K -430 -35%
WA
765
Wealth Alliance
New York
$235K -$47.6K -163 -17%
TVWM
766
Tower View Wealth Management
Wisconsin
$233K -$52.9K -181 -19%
TF
767
TIAA FSB
Florida
$228K +$10.2K +35 +5%
FA
768
FDx Advisors
Illinois
$228K +$228K +781 New
PFGIA
769
Patriot Financial Group Insurance Agency
Massachusetts
$225K -$7K -24 -3%
LIM
770
Lathrop Investment Management
Arkansas
$224K – – –
AFG
771
Arkansas Financial Group
Arkansas
$224K – – –
QIM
772
Quantitative Investment Management
Virginia
$223K +$223K +767 New
P
773
Pitcairn
Pennsylvania
$222K -$7.88K -27 -3%
CS
774
Comerica Securities
Michigan
$222K +$9.93K +34 +5%
PR
775
Payden & Rygel
California
$222K -$2.6M -8,900 -92%
29 30
31
32 33