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Public Storage
PSA

Overview Fund Activity

1,048 hedge funds and large institutions have $42.7B invested in Public Storage in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 389 increasing their positions, 366 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,048
Holders Change
+77
Holders Change %
+7.93%
% of All Funds
15.36%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
161
Increased
389
Reduced
366
Closed
71
Calls
$164M
Puts
$150M
Net Calls
+$14.1M
Net Calls Change
-$15.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$492M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$395M
3
Citadel Advisors
Citadel Advisors
Florida
+$215M
4
BlackRock
BlackRock
New York
+$137M
5
Marshall Wace
Marshall Wace
United Kingdom
+$123M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.48B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$192M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$188M
4
Cohen & Steers
Cohen & Steers
New York
-$181M
5
Northern Trust
Northern Trust
Illinois
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
801
Pinnacle Associates
New York
$239K +$2.44K +8 +1%
FAFN
802
First Affirmative Financial Network
Colorado
$239K +$239K +783 New
GC
803
Grimes & Company
Massachusetts
$236K +$3.05K +10 +1%
CW
804
CreativeOne Wealth
Kansas
$236K +$236K +773 New
GWM
805
Geneos Wealth Management
Colorado
$235K -$334K -1,095 -59%
CAG
806
Curtis Advisory Group
California
$235K – – –
AFG
807
Arkansas Financial Group
Arkansas
$234K – – –
PBF
808
Petix & Botte Financial
California
$233K +$1.22K +4 +0.5%
BHPW
809
Beverly Hills Private Wealth
California
$233K +$233K +762 New
NP
810
Nilsine Partners
Colorado
$232K -$120K -392 -34%
T
811
TOBAM
France
$232K -$80.3K -263 -26%
PR
812
Payden & Rygel
California
$232K – – –
DTL
813
Dynamic Technology Lab
Singapore
$232K +$232K +762 New
LSAG
814
Lake Street Advisors Group
New Hampshire
$232K +$232K +760 New
TIAA Trust, National Association
815
TIAA Trust, National Association
North Carolina
$230K +$230K +755 New
DWA
816
Delap Wealth Advisory
Oregon
$230K +$230K +754 New
Parallax Volatility Advisers
817
Parallax Volatility Advisers
California
$230K +$230K +753 New
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$229K +$229K +752 New
IA
819
IFG Advisory
Georgia
$229K -$7.63K -25 -3%
SPA
820
Sherbrooke Park Advisers
New York
$229K +$229K +751 New
WC
821
Wexford Capital
Florida
$229K -$859K -2,818 -79%
AAIS
822
ABN AMRO Investment Solutions
$229K -$50K -164 -18%
WLIM
823
White Lighthouse Investment Management
Massachusetts
$229K +$229K +750 New
P
824
Pitcairn
Pennsylvania
$228K -$11.6K -38 -5%
LCWP
825
Legacy Capital Wealth Partners
Arkansas
$228K +$228K +748 New
31 32
33
34 35