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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
$2.19B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.19B
3
Ameriprise
Ameriprise
Minnesota
$375M
4
Capital World Investors
Capital World Investors
California
$402M
5
ClearBridge Investments
ClearBridge Investments
New York
$132M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.18B
2
BlackRock
BlackRock
New York
$4.61B
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$173M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.2M
5
RC
Resolution Capital
Australia
$251M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
851
Concord Wealth Partners
Virginia
$75.3K – – –
CAL
852
Capital Analysts LLC
Pennsylvania
$74K +$585 +2 +0.8%
BWAM
853
Boyd Watterson Asset Management
Ohio
$70.1K – – –
GIA
854
GHP Investment Advisors
Colorado
$68.9K +$3.44K +12 +5%
WOSD
855
WFA of San Diego
California
$67.1K +$67.1K +230 New
HCM
856
Hollencrest Capital Management
California
$65.7K +$36.2K +124 +123%
FP
857
Financial Perspectives
Minnesota
$62.2K – – –
SSG
858
Summit Securities Group
New York
$60K -$30K -103 -33%
SIC
859
Salem Investment Counselors
North Carolina
$58.7K – – –
LCM
860
Logan Capital Management
Pennsylvania
$58.4K – – –
WTG
861
West Tower Group
Virginia
$57.2K +$57.2K +196 New
DAM
862
Delta Asset Management
Tennessee
$55.5K +$18.1K +62 +48%
TCM
863
TD Capital Management
Tennessee
$54.9K – – –
CFO
864
CVA Family Office
Colorado
$52.8K +$292 +1 +0.6%
CAL
865
Capital Advisors Ltd
Ohio
$50K +$46.2K +160 +1,231%
PPC
866
Park Place Capital
Alabama
$47K +$30.4K +104 +182%
PCM
867
Perritt Capital Management
Illinois
$43.8K – – –
EWA
868
EverSource Wealth Advisors
Alabama
$43.1K -$29.7K -102 -41%
SIS
869
Sound Income Strategies
Florida
$42.3K – – –
BAM
870
Bosun Asset Management
Illinois
$42.3K +$42.3K +145 New
RA
871
Rational Advisors
New York
$41.4K -$2.04K -7 -5%
TFA
872
Toth Financial Advisory
Virginia
$40K – – –
ME
873
McIlrath & Eck
Washington
$39.4K – – –
HWA
874
HHM Wealth Advisors
Tennessee
$37.4K -$6.42K -22 -15%
GWSG
875
GPS Wealth Strategies Group
Colorado
$36.5K +$8.18K +28 +29%
33 34
35
36 37