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Public Storage
PSA

Overview Fund Activity

971 hedge funds and large institutions have $37.3B invested in Public Storage in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 371 increasing their positions, 332 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
-7
Holders Change %
-0.72%
% of All Funds
15.48%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.19%
New
96
Increased
371
Reduced
332
Closed
92
Calls
$168M
Puts
$139M
Net Calls
+$29.3M
Net Calls Change
+$18.4M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$296M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.29B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$835M
4
Capital International Investors
Capital International Investors
California
$2.14B
5
Lazard Asset Management
Lazard Asset Management
New York
$162M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$564M
2
EWA
EP Wealth Advisors
California
$560K
3
CIM
Centersquare Investment Management
Pennsylvania
$276M
4
RC
Resolution Capital
Australia
$139M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$96.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
826
Flaharty Asset Management
Florida
$92K +$92K +349 New
MHR
827
Matthew Hamilton Rosenberg
$90.1K +$4.74K +18 +6%
HDIM
828
Hanson & Doremus Investment Management
Vermont
$89K – – –
JFA
829
JNBA Financial Advisors
Minnesota
$84.6K – – –
PFBT
830
Parkside Financial Bank & Trust
Missouri
$83K -$3.43K -13 -4%
RFA
831
Resurgent Financial Advisors
Georgia
$81.2K +$10.3K +39 +14%
PB
832
Pinnacle Bancorp
Nebraska
$80.4K +$56.7K +215 +239%
PFP
833
Pinnacle Financial Partners
Tennessee
$79.1K – – –
BONH
834
Bank of New Hampshire
New Hampshire
$77.2K – – –
LFG
835
Larson Financial Group
Missouri
$75.6K +$75.6K +287 New
BAM
836
Bellevue Asset Management
Washington
$72.5K -$6.59K -25 -8%
MA
837
Montag & Associates
Georgia
$72.5K – – –
TWM
838
Tradition Wealth Management
Minnesota
$72K -$527 -2 -0.7%
CWP
839
Concord Wealth Partners
Virginia
$68K – – –
HI
840
Harbour Investments
Wisconsin
$65.4K +$50.1K +190 +328%
BWAM
841
Boyd Watterson Asset Management
Ohio
$63.2K – – –
GIA
842
GHP Investment Advisors
Colorado
$62K -$3.27K -12 -5%
WOSD
843
WFA of San Diego
California
$60.6K – – –
PCTC
844
Perkins Coie Trust Company
Washington
$59.6K +$59.6K +226 New
HCM
845
Hollencrest Capital Management
California
$59.3K – – –
FP
846
Financial Perspectives
Minnesota
$56.1K – – –
CWC
847
Carolinas Wealth Consulting
North Carolina
$55.9K -$15.3K -64 -21%
SIC
848
Salem Investment Counselors
North Carolina
$53K – – –
LCM
849
Logan Capital Management
Pennsylvania
$52.7K – – –
CAL
850
Capital Advisors Ltd
Ohio
$51K +$5.29K +20 +12%
32 33
34
35 36