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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 %
CAL
776
Capital Analysts LLC
Pennsylvania
$210K +$143K +544 +215%
BEI
777
Benjamin Edwards Inc
Missouri
$209K -$13.5K -51 -6%
FFA
778
Farther Finance Advisors
California
$208K +$54.6K +207 +35%
WCWM
779
Willow Creek Wealth Management
California
$208K -$345K -1,309 -62%
P
780
Pitcairn
Pennsylvania
$207K +$6.59K +25 +3%
PA
781
Pinnacle Associates
New York
$205K -$62.7K -238 -23%
IA
782
IFG Advisory
Georgia
$205K +$205K +776 New
CAG
783
Curtis Advisory Group
California
$203K -$37.4K -142 -16%
LIM
784
Lathrop Investment Management
Arkansas
$202K – – –
AFG
785
Arkansas Financial Group
Arkansas
$202K – – –
GC
786
Grimes & Company
Massachusetts
$201K +$2.9K +11 +1%
PWM
787
Peterson Wealth Management
Nevada
$201K -$74.3K -282 -27%
PBF
788
Petix & Botte Financial
California
$200K – – –
PR
789
Payden & Rygel
California
$200K – – –
BTI
790
Blue Trust Inc
Georgia
$200K +$33K +113 +20%
PRIG
791
Payden & Rygel Investment Group
California
$200K +$200K +760 New
EC
792
Elequin Capital
New York
$194K +$194K +737 New
C
793
Covestor
United Kingdom
$184K +$5.54K +21 +3%
PTC
794
Private Trust Company
Ohio
$174K +$6.59K +25 +4%
Jones Financial Companies
795
Jones Financial Companies
Missouri
$170K -$8.96K -34 -5%
HNB
796
Huntington National Bank
Ohio
$169K +$37.4K +142 +28%
CFFP
797
Center for Financial Planning
Michigan
$168K – – –
SAM
798
S.A. Mason
Michigan
$168K +$168K +636 New
CF
799
Centaurus Financial
California
$156K -$6.34K -24 -4%
VNA
800
Valley National Advisers
Pennsylvania
$152K +$4.22K +16 +3%
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