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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 %
PWMG
876
Prestige Wealth Management Group
New Jersey
$36.2K -$15.2K -52 -30%
LOIP
877
Live Oak Investment Partners
Texas
$35.3K -$36.6K – –
LS
878
Livforsakringsbolaget Skandia
Sweden
$35.3K – – –
AAG
879
Armstrong Advisory Group
Massachusetts
$34.4K – – –
GJIA
880
Glass Jacobson Investment Advisors
Maryland
$33.9K +$33.9K +116 New
CA
881
Crewe Advisors
Utah
$33.6K -$26.3K -90 -44%
IGWM
882
ICA Group Wealth Management
Colorado
$31.1K +$293 +1 +1%
DIP
883
DT Investment Partners
Pennsylvania
$30.7K – – –
CSC
884
Caldwell Sutter Capital
California
$30.1K +$30.1K +103 New
BFEC
885
Benjamin F. Edwards & Company
Missouri
$30K – – –
GFPC
886
Global Financial Private Client
Florida
$29.3K – – –
AIM
887
Anchor Investment Management
South Carolina
$29.2K -$3.79K -13 -12%
APC
888
Aspire Private Capital
North Carolina
$29.2K – – –
ANBT
889
American National Bank & Trust
Texas
$29.2K – – –
FWM
890
Focused Wealth Management
New York
$29.2K +$29.2K +100 New
SSB
891
Sandy Spring Bank
Maryland
$28.6K – – –
FHA
892
First Horizon Advisors
Tennessee
$28.6K – – –
AWM
893
Avior Wealth Management
Nebraska
$28.5K +$881 +3 +3%
ZB
894
Zions Bancorporation
Utah
$28.3K -$1.46K -5 -5%
CCMW
895
Cypress Capital Management (Wyoming)
Wyoming
$28K – – –
ST
896
Smithfield Trust
Pennsylvania
$28K – – –
MCM
897
MV Capital Management
Maryland
$27.7K +$1.75K +6 +7%
PB
898
Pinnacle Bancorp
Nebraska
$26.3K +$17.5K +60 +200%
SS
899
Sunbelt Securities
Texas
$25.3K – – –
BBHC
900
Brown Brothers Harriman & Co
New York
$24.8K -$12K -41 -33%
34 35
36
37 38