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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 %
PTC
801
Private Trust Company
Ohio
$186K +$9.34K +32 +5%
CFGS
802
Concourse Financial Group Securities
Alabama
$185K +$9.05K +31 +5%
DMBA
803
Deseret Mutual Benefit Administrators
Utah
$184K -$32.7K -112 -15%
CF
804
Centaurus Financial
California
$180K -$495K -1,692 -73%
WT
805
Washington Trust
Rhode Island
$180K – – –
JWM
806
Janiczek Wealth Management
Colorado
$176K -$6.13K -21 -3%
BTI
807
Blue Trust Inc
Georgia
$173K -$15.7K -52 -8%
FFA
808
Farther Finance Advisors
California
$170K +$97.5K +334 +134%
CFD
809
Creative Financial Designs
Indiana
$168K +$2.92K +10 +2%
VNA
810
Valley National Advisers
Pennsylvania
$164K -$24.3K -83 -13%
CP
811
Castleview Partners
Texas
$160K +$159K +545 +13,625%
SIA
812
Sit Investment Associates
Minnesota
$155K -$52.6K -180 -25%
GBT
813
Grove Bank & Trust
Florida
$149K – – –
NBT
814
Northwest Bank & Trust
Iowa
$148K +$148K +506 New
CAM
815
Cresset Asset Management
Illinois
$146K -$257K -880 -64%
HNB
816
Huntington National Bank
Ohio
$146K +$43.8K +150 +43%
NCM
817
Northwest Capital Management
Oregon
$145K +$145K +496 New
EWM
818
Evermay Wealth Management
Virginia
$142K -$11.1K -38 -7%
FDCDDQ
819
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K +$66.5K +228 +89%
SWM
820
Spire Wealth Management
Virginia
$134K +$3.51K +12 +3%
VSQM
821
V-Square Quantitative Management
Illinois
$129K +$129K +443 New
NICM
822
Neo Ivy Capital Management
New York
$126K +$126K +432 New
FMII
823
Farmers & Merchants Investments Inc
Nebraska
$122K – – –
SCM
824
Silvant Capital Management
Georgia
$121K -$5.33M -18,276 -98%
HFM
825
Hartford Financial Management
Connecticut
$120K – – –
31 32
33
34 35