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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 %
BW
776
Bison Wealth
Georgia
$222K +$222K +760 New
IWA
777
IVC Wealth Advisors
Pennsylvania
$222K – – –
PBF
778
Petix & Botte Financial
California
$222K +$222K +760 New
FFP
779
FourThought Financial Partners
Florida
$221K +$6.43K +22 +3%
GC
780
Grimes & Company
Massachusetts
$220K +$220K +753 New
WLIM
781
White Lighthouse Investment Management
Massachusetts
$219K – – –
HFM
782
Harvest Fund Management
China
$217K – – –
KCM
783
Kathmere Capital Management
Pennsylvania
$217K +$13.4K +46 +7%
DT
784
Diversified Trust
Tennessee
$215K +$9.35K +32 +5%
FWS
785
FinDec Wealth Services
California
$213K – – –
RG
786
Renaissance Group
Kentucky
$213K -$10.7K -37 -5%
RMCM
787
Reynders McVeigh Capital Management
Massachusetts
$212K – – –
BHPW
788
Beverly Hills Private Wealth
California
$207K -$2.76K -10 -1%
WFI
789
West Family Investments
California
$207K -$59K -202 -22%
WCM
790
Whitener Capital Management
North Carolina
$206K +$206K +707 New
FWM
791
Forza Wealth Management
Florida
$204K – – –
ATC
792
Argent Trust Co
Tennessee
$204K +$204K +698 New
BC
793
Burney Company
Virginia
$203K -$6.72K -23 -3%
SAM
794
Secure Asset Management
Michigan
$202K +$2.04K +7 +1%
WI
795
Wintrust Investments
Illinois
$202K +$202K +693 New
IFWM
796
Institute for Wealth Management
Colorado
$202K – – –
Jones Financial Companies
797
Jones Financial Companies
Missouri
$198K -$20.7K -71 -9%
C
798
Covestor
United Kingdom
$198K +$11.1K +38 +6%
KI
799
Kapitalo Investimentos
Brazil
$190K +$190K +650 New
CFFP
800
Center for Financial Planning
Michigan
$186K – – –
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32
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