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Public Storage
PSA

Overview Fund Activity

1,057 hedge funds and large institutions have $39.6B invested in Public Storage in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 442 increasing their positions, 364 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.37%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
93
Increased
442
Reduced
364
Closed
81
Calls
$68.3M
Puts
$133M
Net Calls
-$65M
Net Calls Change
+$9.67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$154M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$108M
5
Man Group
Man Group
United Kingdom
+$84.4M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$342M
2
Capital World Investors
Capital World Investors
California
-$117M
3
BlackRock
BlackRock
New York
-$100M
4
American Century Companies
American Century Companies
Missouri
-$94.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$77.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
826
Geneos Wealth Management
Colorado
$218K +$288 +1 +0.1%
ACM
827
AlphaStar Capital Management
North Carolina
$218K +$218K +758 New
VC
828
Vicus Capital
Pennsylvania
$216K -$20.1K -70 -9%
FPAS
829
Focus Partners Advisor Solutions
Missouri
$216K +$11.5K +40 +6%
PWM
830
Perigon Wealth Management
California
$214K +$15.3K +53 +8%
SSA
831
Schonfeld Strategic Advisors
New York
$213K -$460K -1,598 -68%
MWM
832
Merriman Wealth Management
Washington
$213K – – –
CI
833
CX Institutional
Indiana
$213K -$8.92K -31 -4%
CFFP
834
Center for Financial Planning
Michigan
$212K +$28.8K +100 +16%
DI
835
DDFG Inc
California
$212K +$212K +736 New
FA
836
Fermata Advisors
California
$212K -$21.6K -75 -9%
CAL
837
Capital Analysts LLC
Pennsylvania
$211K -$1.44K -5 -0.7%
LHWM
838
Lake Hills Wealth Management
Texas
$211K +$1.15K +4 +0.5%
CAG
839
Curtis Advisory Group
California
$210K -$6.04K -21 -3%
FWS
840
FinDec Wealth Services
California
$210K – – –
YWM
841
Yoder Wealth Management
California
$209K +$4.6K +16 +2%
TCA
842
Transcend Capital Advisors
New Jersey
$209K +$209K +726 New
CPIG
843
Chicago Partners Investment Group
Illinois
$208K +$208K +684 New
ECM
844
Evergreen Capital Management
Washington
$207K -$13.5K -47 -6%
MHS
845
M Holdings Securities
Oregon
$207K +$207K +721 New
NC
846
NBW Capital
Massachusetts
$205K -$3.45K -12 -2%
VF
847
Virtu Financial
New York
$204K +$204K +709 New
BW
848
Bison Wealth
Georgia
$203K – – –
NRD
849
Nebula Research & Development
New York
$202K -$1.08M -3,750 -84%
TNBTD
850
Trustmark National Bank Trust Department
Mississippi
$201K -$575 -2 -0.3%
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