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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 %
PWMG
826
Prestige Wealth Management Group
New Jersey
$53.2K +$3.02K +10 +6%
PFA
827
Pathway Financial Advisers
Indiana
$48K +$604 +2 +1%
PCM
828
Perritt Capital Management
Illinois
$45.3K – – –
HWA
829
HHM Wealth Advisors
Tennessee
$45.3K +$7.55K +25 +20%
CM
830
Capula Management
Cayman Islands
$45.3K +$45.3K +150 New
SC
831
Schubert & Co
Texas
$45.3K +$604 +2 +1%
RA
832
Rational Advisors
New York
$45K +$2.12K +7 +5%
ONST
833
Old North State Trust
North Carolina
$44K – – –
SIS
834
Sound Income Strategies
Florida
$43.8K – – –
TFA
835
Toth Financial Advisory
Virginia
$41.4K – – –
ME
836
McIlrath & Eck
Washington
$40.8K +$13.9K +46 +52%
EI
837
Ellevest Inc
New York
$39.3K -$16.3K -54 -29%
DAM
838
Delta Asset Management
Tennessee
$38.7K -$26K -86 -40%
BBHC
839
Brown Brothers Harriman & Co
New York
$38.1K -$86.1K -285 -69%
LOIP
840
Live Oak Investment Partners
Texas
$36.6K -$33.9K – –
LS
841
Livforsakringsbolaget Skandia
Sweden
$36.5K – – –
AAG
842
Armstrong Advisory Group
Massachusetts
$35.7K – – –
JIR
843
James Investment Research
Ohio
$35K – – –
AIM
844
Anchor Investment Management
South Carolina
$34.1K – – –
PO
845
Private Ocean
California
$33.5K +$604 +2 +2%
DIP
846
DT Investment Partners
Pennsylvania
$32.2K +$32.2K +110 New
IGWM
847
ICA Group Wealth Management
Colorado
$31.9K +$303 +1 +1%
BFEC
848
Benjamin F. Edwards & Company
Missouri
$31K -$41K -135 -57%
ZB
849
Zions Bancorporation
Utah
$30.8K +$302 +1 +1%
GFPC
850
Global Financial Private Client
Florida
$30.8K – – –
32 33
34
35 36