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Public Storage
PSA

Overview Fund Activity

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

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$296M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.29B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$835M
4
Capital International Investors
Capital International Investors
California
$2.14B
5
Lazard Asset Management
Lazard Asset Management
New York
$162M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$564M
2
EWA
EP Wealth Advisors
California
$560K
3
CIM
Centersquare Investment Management
Pennsylvania
$276M
4
RC
Resolution Capital
Australia
$139M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
751
IVC Wealth Advisors
Pennsylvania
$232K +$31.4K +119 +16%
MWM
752
Mission Wealth Management
California
$229K -$2.11K -8 -0.9%
IG
753
ING Group
Netherlands
$228K +$228K +866 New
WCM
754
Windham Capital Management
Massachusetts
$228K +$2.63K +10 +1%
BCM
755
Brookstone Capital Management
Illinois
$228K -$10.3K -40 -4%
CC
756
Commons Capital
Massachusetts
$228K +$1.58K +6 +0.7%
GIA
757
Gladstone Institutional Advisory
Florida
$227K -$12.4K -47 -5%
T
758
TNF
Montana
$225K +$258 +1 +0.1%
CI
759
CX Institutional
Indiana
$225K -$48.5K -184 -18%
NGA
760
Naples Global Advisors
Florida
$224K -$16.3K -62 -7%
WA
761
Wealth Alliance
New York
$223K +$11.3K +43 +5%
Fisher Asset Management
762
Fisher Asset Management
Washington
$220K +$220K +833 New
KI
763
Kapitalo Investimentos
Brazil
$219K +$47.7K +181 +28%
EM
764
Excalibur Management
Massachusetts
$219K – – –
WCM
765
Whitener Capital Management
North Carolina
$219K +$32.4K +123 +17%
VC
766
Vicus Capital
Pennsylvania
$217K +$217K +825 New
NC
767
NBW Capital
Massachusetts
$217K – – –
IAG
768
Investmark Advisory Group
Connecticut
$215K +$3.42K +13 +2%
GGI
769
Godsey & Gibb Inc
Virginia
$214K – – –
ECM
770
Evergreen Capital Management
Washington
$214K +$214K +811 New
BAM
771
Byrne Asset Management
New Jersey
$213K – – –
SP
772
Successful Portfolios
Florida
$212K – – –
RB
773
Renasant Bank
Mississippi
$212K +$212K +804 New
AWM
774
Axxcess Wealth Management
California
$211K +$211K +801 New
QI
775
Qtron Investments
Massachusetts
$210K -$473K -1,795 -69%
29 30
31
32 33