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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 %
DAM
851
Delta Asset Management
Tennessee
$50.1K – – –
TCM
852
TD Capital Management
Tennessee
$49.5K – – –
IPW
853
Impact Partnership Wealth
Georgia
$48.8K -$221K -838 -82%
Legacy Financial Group (Iowa)
854
Legacy Financial Group (Iowa)
Iowa
$48.4K +$48.4K +184 New
GWS
855
Glassman Wealth Services
Virginia
$48K -$25K -95 -34%
Qube Research & Technologies (QRT)
856
Qube Research & Technologies (QRT)
United Kingdom
$44K -$14.8M -56,112 -100%
PFA
857
Pathway Financial Advisers
Indiana
$42.8K +$42.8K +163 New
PPC
858
Park Place Capital
Alabama
$42.4K – – –
AAG
859
Armstrong Advisory Group
Massachusetts
$40.6K +$9.49K +36 +31%
PCM
860
Perritt Capital Management
Illinois
$39.5K – – –
AWM
861
Avior Wealth Management
Nebraska
$38.2K +$12.7K +48 +49%
SIS
862
Sound Income Strategies
Florida
$38.2K – – –
APC
863
Aspire Private Capital
North Carolina
$38.1K +$11.6K +44 +44%
RA
864
Rational Advisors
New York
$36.4K -$1.05K -4 -3%
TFA
865
Toth Financial Advisory
Virginia
$36.1K – – –
ME
866
McIlrath & Eck
Washington
$35.6K – – –
HWA
867
HHM Wealth Advisors
Tennessee
$33.7K – – –
GWSG
868
GPS Wealth Strategies Group
Colorado
$33K – – –
LS
869
Livforsakringsbolaget Skandia
Sweden
$31.9K – – –
LOIP
870
Live Oak Investment Partners
Texas
$31.9K -$35.3K – –
PP
871
Paloma Partners
Connecticut
$30.8K +$30.8K +117 New
GJIA
872
Glass Jacobson Investment Advisors
Maryland
$30.6K – – –
PWMG
873
Prestige Wealth Management Group
New Jersey
$30.3K -$2.37K -9 -7%
CA
874
Crewe Advisors
Utah
$29K -$1.32K -5 -4%
FWM
875
Focused Wealth Management
New York
$27.9K +$1.58K +6 +6%
33 34
35
36 37