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Public Storage
PSA

Overview Fund Activity

940 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 389 increasing their positions, 286 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-10
Holders Change %
-1.05%
% of All Funds
15.04%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.35%
New
92
Increased
389
Reduced
286
Closed
82
Calls
$83M
Puts
$71.2M
Net Calls
+$11.8M
Net Calls Change
+$1.44M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.65B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$324M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$100M
4
Legal & General Group
Legal & General Group
United Kingdom
+$76.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$320M
2
Goldman Sachs
Goldman Sachs
New York
-$212M
3
First Trust Advisors
First Trust Advisors
Illinois
-$175M
4
Millennium Management
Millennium Management
New York
-$101M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
801
Montag & Associates
Georgia
$83.1K – – –
TWM
802
Tradition Wealth Management
Minnesota
$79K -$1.52K -5 -2%
GWS
803
Glassman Wealth Services
Virginia
$78.9K +$5.74K +19 +8%
CWP
804
Concord Wealth Partners
Virginia
$78K – – –
FDCDDQ
805
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K -$210K -696 -73%
CAL
806
Capital Analysts LLC
Pennsylvania
$76K -$12.7K -42 -14%
EWA
807
EverSource Wealth Advisors
Alabama
$75.7K +$18.2K +60 +32%
FCT
808
First Community Trust
Iowa
$75.5K – – –
FFA
809
Farther Finance Advisors
California
$75.5K +$604 +2 +0.8%
MWM
810
Mascoma Wealth Management
New Hampshire
$75.5K -$2.95K -10 -4%
TWA
811
TCI Wealth Advisors
Arizona
$74.9K +$40.8K +135 +119%
BWAM
812
Boyd Watterson Asset Management
Ohio
$72.5K – – –
IAIM
813
International Assets Investment Management
Florida
$72.4K +$1.33K +211 +2%
GIA
814
GHP Investment Advisors
Colorado
$68.9K – – –
JFA
815
JNBA Financial Advisors
Minnesota
$66.8K – – –
GI
816
Gradient Investments
Minnesota
$64.9K -$14.5M -48,188 -100%
FP
817
Financial Perspectives
Minnesota
$64.4K – – –
DAC
818
Dividend Assets Capital
South Carolina
$62K – – –
CA
819
Crewe Advisors
Utah
$61.9K -$7.55K -25 -11%
SIC
820
Salem Investment Counselors
North Carolina
$60.7K – – –
RFA
821
Resurgent Financial Advisors
Georgia
$60.7K -$906 -3 -1%
LCM
822
Logan Capital Management
Pennsylvania
$60.4K – – –
IA
823
IFP Advisors
Florida
$60K -$58.5K -428 -49%
TCM
824
TD Capital Management
Tennessee
$56.8K +$56.8K +188 New
CFO
825
CVA Family Office
Colorado
$54.4K -$13.6K -45 -20%
31 32
33
34 35