PSA icon

Public Storage
PSA

Overview Fund Activity

1,057 hedge funds and large institutions have $39.6B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 442 increasing their positions, 364 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.37%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
442
Reduced
364
Closed
81
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$108M
5
Man Group
Man Group
United Kingdom
+$84.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$342M
2
Capital World Investors
Capital World Investors
California
-$117M
3
BlackRock
BlackRock
New York
-$100M
4
American Century Companies
American Century Companies
Missouri
-$94.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
776
Transamerica Financial Advisors
Florida
$268K – – –
CA
777
CoreCap Advisors
Michigan
$265K -$62.7K -218 -19%
TCOV
778
Trust Company of Vermont
Vermont
$265K -$53.2K -185 -17%
CSPIA
779
Cary Street Partners Investment Advisory
Virginia
$264K +$264K +917 New
Koshinski Asset Management
780
Koshinski Asset Management
Illinois
$262K +$262K +906 New
PMSA
781
Patrick M. Sweeney & Associates
Illinois
$261K +$21.6K +75 +9%
PA
782
Pinnacle Associates
New York
$260K +$28.5K +99 +12%
FCP
783
Fidelis Capital Partners
Florida
$259K +$259K +836 New
FMLI
784
Fukoku Mutual Life Insurance
Japan
$258K – – –
IWM
785
IHT Wealth Management
Illinois
$258K -$29.9K -104 -10%
CB
786
Cadence Bank
Mississippi
$254K – – –
BTI
787
Blue Trust Inc
Georgia
$252K +$202K +697 +403%
T
788
TNF
Montana
$252K – – –
LC
789
Lindbrook Capital
California
$251K +$9.5K +33 +4%
APP
790
Avantax Planning Partners
Iowa
$249K +$1.73K +6 +0.7%
SWA
791
Stratos Wealth Advisors
Ohio
$247K +$247K +859 New
LW
792
Lauer Wealth
Indiana
$247K -$112K -377 -31%
IAG
793
Investment Advisory Group
Massachusetts
$246K – – –
LSAG
794
Lake Street Advisors Group
New Hampshire
$245K -$576 -2 -0.2%
VFA
795
Valeo Financial Advisors
Indiana
$245K +$245K +851 New
FCMT
796
Founders Capital Management (Texas)
Texas
$245K – – –
DT
797
Diversified Trust
Tennessee
$245K +$44.9K +156 +22%
IAA
798
Independent Advisor Alliance
North Carolina
$243K +$16.4K +57 +7%
SWM
799
Schwallier Wealth Management
Michigan
$242K +$2.59K +9 +1%
GGI
800
Godsey & Gibb Inc
Virginia
$241K +$6.9K +24 +3%
30 31
32
33 34